Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.63%
−0.19%
6 Months
13.11%
11.46%
1 Year
15.44%
8.21%
3 Years
15.82%
12.09%
5 Years
15.29%
11.81%
Since Inception
15.37%
13.34%
Fund Age
9 yrs 4 mo
5 yrs 3 mo
AUM
₹32.48 Cr
₹34.29 Cr
Alpha – 1 Year
10.72%
5.23%
Alpha – 3 Years
3.73%
0.21%
Information Ratio – 3 Years
0.69
0.17
Volatility – 1 Year
17.99%
24.84%
Volatility – 3 Years
17.45%
21.42%
Beta – 1 Year
0.99
1.25
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.59
0.21
Sharpe Ratio – 3 Years
0.71
0.49
Worst Rolling Year
-6.27%
7.11%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−21.15%
−34.77%
Recovery Period
474 days
Not yet recovered
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 5% · M 7% · S 69%
Number of Stocks
30
37
Portfolio P/E
30.67
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%