Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
1.32%
6 Months
12.65%
3.83%
1 Year
22.80%
9.77%
3 Years
18.05%
13.19%
5 Years
41.98%
12.01%
Since Inception
7.54%
14.38%
Fund Age
9 yrs 2 mo
6 yrs 8 mo
AUM
₹9.17 Cr
₹42.66 Cr
Alpha – 1 Year
24.84%
3.80%
Alpha – 3 Years
11.40%
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
21.50%
15.84%
Volatility – 3 Years
17.94%
12.64%
Beta – 1 Year
—
1.56
Beta – 3 Years
—
1.48
Sharpe Ratio – 1 Year
0.82
0.32
Sharpe Ratio – 3 Years
0.76
0.70
Worst Rolling Year
-34.33%
9.09%
Value at Worst Rolling Year
₹0.66 Cr
₹1.09 Cr
Deepest Drawdown
−18.33%
−15.18%
Recovery Period
81 days
119 days
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
15.49%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 37% · M 21% · S 27%
Number of Stocks
18
16
Portfolio P/E
18.68
—
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%