Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
SRE - Shield
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%
−0.37%
6 Months
3.83%
3.64%
1 Year
9.77%
6.24%
3 Years
13.19%
9.36%
5 Years
12.01%
8.05%
Since Inception
14.38%
9.66%
Fund Age
6 yrs 8 mo
8 yrs 3 mo
AUM
₹42.66 Cr
₹32.8 Cr
Alpha – 1 Year
3.80%
6.59%
Alpha – 3 Years
2.30%
0.36%
Information Ratio – 3 Years
0.23
0.14
Volatility – 1 Year
15.84%
18.27%
Volatility – 3 Years
12.64%
15.46%
Beta – 1 Year
1.56
1.08
Beta – 3 Years
1.48
1.07
Sharpe Ratio – 1 Year
0.32
0.15
Sharpe Ratio – 3 Years
0.70
0.34
Worst Rolling Year
9.09%
6.25%
Value at Worst Rolling Year
₹1.09 Cr
₹1.06 Cr
Deepest Drawdown
−15.18%
−22.11%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 58% · M 28% · S 8%
Number of Stocks
16
33
Portfolio P/E
—
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%