Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
4.94%
6 Months
12.65%
11.49%
1 Year
22.80%
3.89%
3 Years
18.05%
8.19%
5 Years
41.98%
11.02%
Since Inception
7.54%
10.97%
Fund Age
9 yrs 2 mo
13 yrs 8 mo
AUM
₹9.17 Cr
₹360.51 Cr
Alpha – 1 Year
24.84%
0.91%
Alpha – 3 Years
11.40%
−3.69%
Information Ratio – 3 Years
—
-0.18
Volatility – 1 Year
21.50%
23.04%
Volatility – 3 Years
17.94%
19.34%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.82
0.04
Sharpe Ratio – 3 Years
0.76
0.30
Worst Rolling Year
-34.33%
-8.10%
Value at Worst Rolling Year
₹0.66 Cr
₹0.92 Cr
Deepest Drawdown
−18.33%
−30.43%
Recovery Period
81 days
Not yet recovered
1-Year Rolling Windows Positive
68.37%
95.59%
Median Rolling Year
26.92%
11.30%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 38% · M 28% · S 33%
Number of Stocks
18
29
Portfolio P/E
18.68
37.17
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%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%