Portfolio Management Services (PMS)Compare Schemes
NAFA - Small Cap vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
NAFA - Small Cap
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.33%
3.11%
6 Months
9.10%
4.12%
1 Year
−3.87%
−0.25%
3 Years
5.03%
10.95%
5 Years
11.30%
10.56%
Since Inception
15.74%
10.62%
Fund Age
7 yrs 5 mo
13 yrs 8 mo
AUM
₹51.79 Cr
₹41.22 Cr
Alpha – 1 Year
−5.73%
0.18%
Alpha – 3 Years
−7.05%
2.39%
Information Ratio – 3 Years
-0.47
0.52
Volatility – 1 Year
25.89%
20.61%
Volatility – 3 Years
20.56%
17.57%
Beta – 1 Year
1.37
1.24
Beta – 3 Years
1.17
1.19
Sharpe Ratio – 1 Year
-0.24
-0.18
Sharpe Ratio – 3 Years
0.08
0.46
Worst Rolling Year
5.04%
-10.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−31.48%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
24.17%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
M 6% · S 89%
L 70% · M 29%
Number of Stocks
35
25
Portfolio P/E
23.62
36.71
Top 5 Holdings
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%