Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Right Horizons - Perennial
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%
−0.19%
6 Months
6.66%
11.46%
1 Year
7.95%
8.21%
3 Years
14.01%
12.09%
5 Years
12.40%
11.81%
Since Inception
16.07%
13.34%
Fund Age
12 yrs 5 mo
5 yrs 3 mo
AUM
₹27.98 Cr
₹34.29 Cr
Alpha – 1 Year
3.23%
5.23%
Alpha – 3 Years
1.92%
0.21%
Information Ratio – 3 Years
0.55
0.17
Volatility – 1 Year
16.42%
24.84%
Volatility – 3 Years
14.36%
21.42%
Beta – 1 Year
0.92
1.25
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
0.15
0.21
Sharpe Ratio – 3 Years
0.63
0.49
Worst Rolling Year
-4.39%
7.11%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−17.36%
−34.77%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 5% · M 7% · S 69%
Number of Stocks
30
37
Portfolio P/E
29.90
52.15
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%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%