Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
−0.19%
6 Months
8.20%
11.46%
1 Year
15.48%
8.21%
3 Years
18.05%
12.09%
5 Years
15.54%
11.81%
Since Inception
14.61%
13.34%
Fund Age
10 yrs 4 mo
5 yrs 3 mo
AUM
₹747.6 Cr
₹34.29 Cr
Alpha – 1 Year
15.83%
5.23%
Alpha – 3 Years
9.06%
0.21%
Information Ratio – 3 Years
0.72
0.17
Volatility – 1 Year
18.67%
24.84%
Volatility – 3 Years
21.45%
21.42%
Beta – 1 Year
1.12
1.25
Beta – 3 Years
1.31
1.08
Sharpe Ratio – 1 Year
0.58
0.21
Sharpe Ratio – 3 Years
0.64
0.49
Worst Rolling Year
-13.89%
7.11%
Value at Worst Rolling Year
₹0.86 Cr
₹1.07 Cr
Deepest Drawdown
−30.97%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 5% · M 7% · S 69%
Number of Stocks
25
37
Portfolio P/E
31.22
52.15
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%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
2.5% / 0% / 0%