Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
7.49%
6 Months
3.83%
27.88%
1 Year
9.77%
29.03%
3 Years
13.19%
18.18%
5 Years
12.01%
15.45%
Since Inception
14.38%
16.74%
Fund Age
6 yrs 8 mo
10 yrs 9 mo
AUM
₹42.66 Cr
₹245.99 Cr
Alpha – 1 Year
3.80%
24.31%
Alpha – 3 Years
2.30%
6.09%
Information Ratio – 3 Years
0.23
0.49
Volatility – 1 Year
15.84%
21.97%
Volatility – 3 Years
12.64%
17.89%
Beta – 1 Year
1.56
1.05
Beta – 3 Years
1.48
0.93
Sharpe Ratio – 1 Year
0.32
1.03
Sharpe Ratio – 3 Years
0.70
0.70
Worst Rolling Year
9.09%
1.53%
Value at Worst Rolling Year
₹1.09 Cr
₹1.02 Cr
Deepest Drawdown
−15.18%
−20.27%
Recovery Period
119 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 36% · M 27% · S 36%
Number of Stocks
16
44
Portfolio P/E
—
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%