Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Right Horizons - Flexi Cap
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
3.27%
4.94%
6 Months
6.66%
11.49%
1 Year
7.95%
3.89%
3 Years
14.01%
8.19%
5 Years
12.40%
11.02%
Since Inception
16.07%
10.97%
Fund Age
12 yrs 5 mo
13 yrs 8 mo
AUM
₹27.98 Cr
₹360.51 Cr
Alpha – 1 Year
3.23%
0.91%
Alpha – 3 Years
1.92%
−3.69%
Information Ratio – 3 Years
0.55
-0.18
Volatility – 1 Year
16.42%
23.04%
Volatility – 3 Years
14.36%
19.34%
Beta – 1 Year
0.92
1.26
Beta – 3 Years
0.91
1.17
Sharpe Ratio – 1 Year
0.15
0.04
Sharpe Ratio – 3 Years
0.63
0.30
Worst Rolling Year
-4.39%
-8.10%
Value at Worst Rolling Year
₹0.96 Cr
₹0.92 Cr
Deepest Drawdown
−17.36%
−30.43%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
95.59%
Median Rolling Year
15.67%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 38% · M 28% · S 33%
Number of Stocks
30
29
Portfolio P/E
29.90
37.17
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%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%