Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
1.32%
6 Months
16.85%
3.83%
1 Year
9.30%
9.77%
3 Years
14.05%
13.19%
5 Years
14.30%
12.01%
Since Inception
24.29%
14.38%
Fund Age
14 yrs 10 mo
6 yrs 8 mo
AUM
₹372.24 Cr
₹42.66 Cr
Alpha – 1 Year
4.58%
3.80%
Alpha – 3 Years
1.97%
2.30%
Information Ratio – 3 Years
0.33
0.23
Volatility – 1 Year
21.18%
15.84%
Volatility – 3 Years
20.18%
12.64%
Beta – 1 Year
1.04
1.56
Beta – 3 Years
1.12
1.48
Sharpe Ratio – 1 Year
0.27
0.32
Sharpe Ratio – 3 Years
0.49
0.70
Worst Rolling Year
-10.46%
9.09%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−23.77%
−15.18%
Recovery Period
99 days
119 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
2% / 1% / 0%