Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
3.11%
6 Months
9.19%
4.12%
1 Year
9.02%
−0.25%
3 Years
14.71%
10.95%
5 Years
10.31%
10.56%
Since Inception
14.95%
10.62%
Fund Age
7 yrs 10 mo
13 yrs 8 mo
AUM
₹42.73 Cr
₹41.22 Cr
Alpha – 1 Year
4.30%
0.18%
Alpha – 3 Years
2.62%
2.39%
Information Ratio – 3 Years
0.63
0.52
Volatility – 1 Year
17.52%
20.61%
Volatility – 3 Years
14.89%
17.57%
Beta – 1 Year
0.97
1.24
Beta – 3 Years
0.92
1.19
Sharpe Ratio – 1 Year
0.26
-0.18
Sharpe Ratio – 3 Years
0.66
0.46
Worst Rolling Year
8.19%
-10.52%
Value at Worst Rolling Year
₹1.08 Cr
₹0.89 Cr
Deepest Drawdown
−18.24%
−22.41%
Recovery Period
238 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
16.27%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 18% · M 16% · S 37%
L 70% · M 29%
Number of Stocks
30
25
Portfolio P/E
31.64
36.71
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%