Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Right Horizons - India Business Leaders
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%
3.11%
6 Months
6.66%
4.12%
1 Year
7.95%
−0.25%
3 Years
14.01%
10.95%
5 Years
12.40%
10.56%
Since Inception
16.07%
10.62%
Fund Age
12 yrs 5 mo
13 yrs 8 mo
AUM
₹27.98 Cr
₹41.22 Cr
Alpha – 1 Year
3.23%
0.18%
Alpha – 3 Years
1.92%
2.39%
Information Ratio – 3 Years
0.55
0.52
Volatility – 1 Year
16.42%
20.61%
Volatility – 3 Years
14.36%
17.57%
Beta – 1 Year
0.92
1.24
Beta – 3 Years
0.91
1.19
Sharpe Ratio – 1 Year
0.15
-0.18
Sharpe Ratio – 3 Years
0.63
0.46
Worst Rolling Year
-4.39%
-10.52%
Value at Worst Rolling Year
₹0.96 Cr
₹0.89 Cr
Deepest Drawdown
−17.36%
−22.41%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
93.48%
Median Rolling Year
15.67%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 25% · M 6% · S 37%
L 70% · M 29%
Number of Stocks
30
25
Portfolio P/E
29.90
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%