Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.11%
6 Months
3.83%
4.12%
1 Year
9.77%
−0.25%
3 Years
13.19%
10.95%
5 Years
12.01%
10.56%
Since Inception
14.38%
10.62%
Fund Age
6 yrs 8 mo
13 yrs 8 mo
AUM
₹42.66 Cr
₹41.22 Cr
Alpha – 1 Year
3.80%
0.18%
Alpha – 3 Years
2.30%
2.39%
Information Ratio – 3 Years
0.23
0.52
Volatility – 1 Year
15.84%
20.61%
Volatility – 3 Years
12.64%
17.57%
Beta – 1 Year
1.56
1.24
Beta – 3 Years
1.48
1.19
Sharpe Ratio – 1 Year
0.32
-0.18
Sharpe Ratio – 3 Years
0.70
0.46
Worst Rolling Year
9.09%
-10.52%
Value at Worst Rolling Year
₹1.09 Cr
₹0.89 Cr
Deepest Drawdown
−15.18%
−22.41%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
15.49%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 37% · M 21% · S 27%
L 70% · M 29%
Number of Stocks
16
25
Portfolio P/E
—
36.71
Top 5 Holdings
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%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 1% / 0%
2% / 1% / 0%