Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Solidarity Advisors - Prudence
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%
8.45%
6 Months
3.83%
29.49%
1 Year
9.77%
37.09%
3 Years
13.19%
18.49%
5 Years
12.01%
12.39%
Since Inception
14.38%
18.64%
Fund Age
6 yrs 8 mo
10 yrs 3 mo
AUM
₹42.66 Cr
₹1,760.35 Cr
Alpha – 1 Year
3.80%
32.37%
Alpha – 3 Years
2.30%
6.40%
Information Ratio – 3 Years
0.23
0.52
Volatility – 1 Year
15.84%
25.02%
Volatility – 3 Years
12.64%
18.27%
Beta – 1 Year
1.56
1.22
Beta – 3 Years
1.48
0.89
Sharpe Ratio – 1 Year
0.32
1.18
Sharpe Ratio – 3 Years
0.70
0.74
Worst Rolling Year
9.09%
-0.28%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−15.18%
−13.15%
Recovery Period
119 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
15.49%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 11% · S 71%
Number of Stocks
16
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%