Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Sameeksha - Equity Fund
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%
−0.38%
6 Months
3.83%
11.48%
1 Year
9.77%
7.29%
3 Years
13.19%
16.29%
5 Years
12.01%
16.45%
Since Inception
14.38%
20.67%
Fund Age
6 yrs 8 mo
10 yrs 4 mo
AUM
₹42.66 Cr
₹1,333.94 Cr
Alpha – 1 Year
3.80%
2.57%
Alpha – 3 Years
2.30%
4.20%
Information Ratio – 3 Years
0.23
0.52
Volatility – 1 Year
15.84%
21.33%
Volatility – 3 Years
12.64%
16.22%
Beta – 1 Year
1.56
1.18
Beta – 3 Years
1.48
0.93
Sharpe Ratio – 1 Year
0.32
0.18
Sharpe Ratio – 3 Years
0.70
0.69
Worst Rolling Year
9.09%
-0.52%
Value at Worst Rolling Year
₹1.09 Cr
₹0.99 Cr
Deepest Drawdown
−15.18%
−19.36%
Recovery Period
119 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
15.49%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
—
Number of Stocks
16
50
Portfolio P/E
—
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 0% / 0%