Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
4.94%
6 Months
29.13%
11.49%
1 Year
20.96%
3.89%
3 Years
17.22%
8.19%
5 Years
—
11.02%
Since Inception
23.59%
10.97%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹147.56 Cr
₹360.51 Cr
Alpha – 1 Year
16.24%
0.91%
Alpha – 3 Years
5.13%
−3.69%
Information Ratio – 3 Years
0.33
-0.18
Volatility – 1 Year
30.80%
23.04%
Volatility – 3 Years
25.65%
19.34%
Beta – 1 Year
1.54
1.26
Beta – 3 Years
1.41
1.17
Sharpe Ratio – 1 Year
0.58
0.04
Sharpe Ratio – 3 Years
0.54
0.30
Worst Rolling Year
15.38%
-8.10%
Value at Worst Rolling Year
₹1.15 Cr
₹0.92 Cr
Deepest Drawdown
−28.52%
−30.43%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
21.14%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 38% · M 28% · S 33%
Number of Stocks
18
29
Portfolio P/E
—
37.17
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%