Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Right Horizons - Perennial
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%
−0.19%
6 Months
3.83%
11.46%
1 Year
9.77%
8.21%
3 Years
13.19%
12.09%
5 Years
12.01%
11.81%
Since Inception
14.38%
13.34%
Fund Age
6 yrs 8 mo
5 yrs 3 mo
AUM
₹42.66 Cr
₹34.29 Cr
Alpha – 1 Year
3.80%
5.23%
Alpha – 3 Years
2.30%
0.21%
Information Ratio – 3 Years
0.23
0.17
Volatility – 1 Year
15.84%
24.84%
Volatility – 3 Years
12.64%
21.42%
Beta – 1 Year
1.56
1.25
Beta – 3 Years
1.48
1.08
Sharpe Ratio – 1 Year
0.32
0.21
Sharpe Ratio – 3 Years
0.70
0.49
Worst Rolling Year
9.09%
7.11%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−15.18%
−34.77%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 5% · M 7% · S 69%
Number of Stocks
16
37
Portfolio P/E
—
52.15
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%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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)
2% / 1% / 0%
2.5% / 0% / 0%