Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
1.32%
6 Months
13.11%
3.83%
1 Year
15.44%
9.77%
3 Years
15.82%
13.19%
5 Years
15.29%
12.01%
Since Inception
15.37%
14.38%
Fund Age
9 yrs 4 mo
6 yrs 8 mo
AUM
₹32.48 Cr
₹42.66 Cr
Alpha – 1 Year
10.72%
3.80%
Alpha – 3 Years
3.73%
2.30%
Information Ratio – 3 Years
0.69
0.23
Volatility – 1 Year
17.99%
15.84%
Volatility – 3 Years
17.45%
12.64%
Beta – 1 Year
0.99
1.56
Beta – 3 Years
1.02
1.48
Sharpe Ratio – 1 Year
0.59
0.32
Sharpe Ratio – 3 Years
0.71
0.70
Worst Rolling Year
-6.27%
9.09%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−21.15%
−15.18%
Recovery Period
474 days
119 days
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 37% · M 21% · S 27%
Number of Stocks
30
16
Portfolio P/E
30.67
—
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%