Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.93%
6 Months
3.83%
25.32%
1 Year
9.77%
18.21%
3 Years
13.19%
32.70%
5 Years
12.01%
23.63%
Since Inception
14.38%
28.38%
Fund Age
6 yrs 8 mo
7 yrs 10 mo
AUM
₹42.66 Cr
₹8,686.39 Cr
Alpha – 1 Year
3.80%
13.49%
Alpha – 3 Years
2.30%
20.61%
Information Ratio – 3 Years
0.23
1.92
Volatility – 1 Year
15.84%
22.97%
Volatility – 3 Years
12.64%
19.40%
Beta – 1 Year
1.56
1.12
Beta – 3 Years
1.48
0.98
Sharpe Ratio – 1 Year
0.32
0.61
Sharpe Ratio – 3 Years
0.70
1.30
Worst Rolling Year
9.09%
17.00%
Value at Worst Rolling Year
₹1.09 Cr
₹1.17 Cr
Deepest Drawdown
−15.18%
−22.23%
Recovery Period
119 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 37% · M 30% · S 25%
Number of Stocks
16
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%