Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
1.32%
6 Months
8.20%
3.83%
1 Year
15.48%
9.77%
3 Years
18.05%
13.19%
5 Years
15.54%
12.01%
Since Inception
14.61%
14.38%
Fund Age
10 yrs 4 mo
6 yrs 8 mo
AUM
₹747.6 Cr
₹42.66 Cr
Alpha – 1 Year
15.83%
3.80%
Alpha – 3 Years
9.06%
2.30%
Information Ratio – 3 Years
0.72
0.23
Volatility – 1 Year
18.67%
15.84%
Volatility – 3 Years
21.45%
12.64%
Beta – 1 Year
1.12
1.56
Beta – 3 Years
1.31
1.48
Sharpe Ratio – 1 Year
0.58
0.32
Sharpe Ratio – 3 Years
0.64
0.70
Worst Rolling Year
-13.89%
9.09%
Value at Worst Rolling Year
₹0.86 Cr
₹1.09 Cr
Deepest Drawdown
−30.97%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 37% · M 21% · S 27%
Number of Stocks
25
16
Portfolio P/E
31.22
—
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
2% / 1% / 0%