Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
7.60%
6 Months
3.83%
26.61%
1 Year
9.77%
33.69%
3 Years
13.19%
25.74%
5 Years
12.01%
21.83%
Since Inception
14.38%
—
Fund Age
6 yrs 8 mo
8 yrs 4 mo
AUM
₹42.66 Cr
₹158.52 Cr
Alpha – 1 Year
3.80%
29.93%
Alpha – 3 Years
2.30%
14.85%
Information Ratio – 3 Years
0.23
1.52
Volatility – 1 Year
15.84%
19.82%
Volatility – 3 Years
12.64%
19.44%
Beta – 1 Year
1.56
1.03
Beta – 3 Years
1.48
1.06
Sharpe Ratio – 1 Year
0.32
1.29
Sharpe Ratio – 3 Years
0.70
1.16
Worst Rolling Year
9.09%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−15.18%
—
Recovery Period
119 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
L 31% · M 28% · S 38%
Number of Stocks
16
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%