Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Right Horizons - Perennial
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%
−0.19%
6 Months
29.13%
11.46%
1 Year
20.96%
8.21%
3 Years
17.22%
12.09%
5 Years
—
11.81%
Since Inception
23.59%
13.34%
Fund Age
3 yrs 7 mo
5 yrs 3 mo
AUM
₹147.56 Cr
₹34.29 Cr
Alpha – 1 Year
16.24%
5.23%
Alpha – 3 Years
5.13%
0.21%
Information Ratio – 3 Years
0.33
0.17
Volatility – 1 Year
30.80%
24.84%
Volatility – 3 Years
25.65%
21.42%
Beta – 1 Year
1.54
1.25
Beta – 3 Years
1.41
1.08
Sharpe Ratio – 1 Year
0.58
0.21
Sharpe Ratio – 3 Years
0.54
0.49
Worst Rolling Year
15.38%
7.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−28.52%
−34.77%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 5% · M 7% · S 69%
Number of Stocks
18
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%