Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Shepherds Hill - Value Magno
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%
0.15%
6 Months
3.83%
5.44%
1 Year
9.77%
6.80%
3 Years
13.19%
17.32%
5 Years
12.01%
18.10%
Since Inception
14.38%
16.54%
Fund Age
6 yrs 8 mo
11 yrs 1 mo
AUM
₹42.66 Cr
₹120.51 Cr
Alpha – 1 Year
3.80%
3.04%
Alpha – 3 Years
2.30%
6.42%
Information Ratio – 3 Years
0.23
0.53
Volatility – 1 Year
15.84%
13.99%
Volatility – 3 Years
12.64%
15.09%
Beta – 1 Year
1.56
0.76
Beta – 3 Years
1.48
0.68
Sharpe Ratio – 1 Year
0.32
0.16
Sharpe Ratio – 3 Years
0.70
0.86
Worst Rolling Year
9.09%
-18.71%
Value at Worst Rolling Year
₹1.09 Cr
₹0.81 Cr
Deepest Drawdown
−15.18%
−12.53%
Recovery Period
119 days
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
15.49%
19.23%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 37% · M 21% · S 27%
L 15% · M 5% · S 66%
Number of Stocks
16
16
Portfolio P/E
—
—
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%
—
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%