Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Tradeswift - Sparkling Gems
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
−0.05%
6 Months
3.83%
23.02%
1 Year
9.77%
—
3 Years
13.19%
—
5 Years
12.01%
—
Since Inception
14.38%
13.86%
Fund Age
6 yrs 8 mo
10 mo
AUM
₹42.66 Cr
₹13.6 Cr
Alpha – 1 Year
3.80%
—
Alpha – 3 Years
2.30%
—
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
15.84%
—
Volatility – 3 Years
12.64%
—
Beta – 1 Year
1.56
—
Beta – 3 Years
1.48
—
Sharpe Ratio – 1 Year
0.32
—
Sharpe Ratio – 3 Years
0.70
—
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%
S 97%
Number of Stocks
16
29
Portfolio P/E
—
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1.5% / 1%