Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
3.83%
15.63%
1 Year
9.77%
20.01%
3 Years
13.19%
17.10%
5 Years
12.01%
15.64%
Since Inception
14.38%
13.05%
Fund Age
6 yrs 8 mo
8 yrs 11 mo
AUM
₹42.66 Cr
₹46.46 Cr
Alpha – 1 Year
3.80%
15.29%
Alpha – 3 Years
2.30%
5.01%
Information Ratio – 3 Years
0.23
0.88
Volatility – 1 Year
15.84%
20.61%
Volatility – 3 Years
12.64%
19.98%
Beta – 1 Year
1.56
0.94
Beta – 3 Years
1.48
1.02
Sharpe Ratio – 1 Year
0.32
0.73
Sharpe Ratio – 3 Years
0.70
0.85
Worst Rolling Year
9.09%
-3.76%
Value at Worst Rolling Year
₹1.09 Cr
₹0.96 Cr
Deepest Drawdown
−15.18%
−27.72%
Recovery Period
119 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
15.49%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 27% · M 34% · S 33%
Number of Stocks
16
25
Portfolio P/E
—
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%