Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.27%
1.32%
6 Months
6.66%
3.83%
1 Year
7.95%
9.77%
3 Years
14.01%
13.19%
5 Years
12.40%
12.01%
Since Inception
16.07%
14.38%
Fund Age
12 yrs 5 mo
6 yrs 8 mo
AUM
₹27.98 Cr
₹42.66 Cr
Alpha – 1 Year
3.23%
3.80%
Alpha – 3 Years
1.92%
2.30%
Information Ratio – 3 Years
0.55
0.23
Volatility – 1 Year
16.42%
15.84%
Volatility – 3 Years
14.36%
12.64%
Beta – 1 Year
0.92
1.56
Beta – 3 Years
0.91
1.48
Sharpe Ratio – 1 Year
0.15
0.32
Sharpe Ratio – 3 Years
0.63
0.70
Worst Rolling Year
-4.39%
9.09%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−17.36%
−15.18%
Recovery Period
532 days
119 days
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 37% · M 21% · S 27%
Number of Stocks
30
16
Portfolio P/E
29.90
—
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%