Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
4.94%
6 Months
20.15%
11.49%
1 Year
7.22%
3.89%
3 Years
9.88%
8.19%
5 Years
10.18%
11.02%
Since Inception
17.47%
10.97%
Fund Age
5 yrs 8 mo
13 yrs 8 mo
AUM
₹112.12 Cr
₹360.51 Cr
Alpha – 1 Year
2.50%
0.91%
Alpha – 3 Years
−2.21%
−3.69%
Information Ratio – 3 Years
-0.17
-0.18
Volatility – 1 Year
30.34%
23.04%
Volatility – 3 Years
23.32%
19.34%
Beta – 1 Year
1.54
1.26
Beta – 3 Years
1.29
1.17
Sharpe Ratio – 1 Year
0.19
0.04
Sharpe Ratio – 3 Years
0.29
0.30
Worst Rolling Year
8.52%
-8.10%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−32.53%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
18.20%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 39% · S 59%
L 38% · M 28% · S 33%
Number of Stocks
28
29
Portfolio P/E
38.78
37.17
Top 5 Holdings
—
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%