Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
3.83%
15.01%
1 Year
9.77%
17.96%
3 Years
13.19%
17.24%
5 Years
12.01%
—
Since Inception
14.38%
18.03%
Fund Age
6 yrs 8 mo
3 yrs 4 mo
AUM
₹42.66 Cr
₹146.81 Cr
Alpha – 1 Year
3.80%
14.98%
Alpha – 3 Years
2.30%
5.35%
Information Ratio – 3 Years
0.23
0.78
Volatility – 1 Year
15.84%
19.01%
Volatility – 3 Years
12.64%
16.70%
Beta – 1 Year
1.56
1.02
Beta – 3 Years
1.48
0.99
Sharpe Ratio – 1 Year
0.32
0.68
Sharpe Ratio – 3 Years
0.70
0.72
Worst Rolling Year
9.09%
17.01%
Value at Worst Rolling Year
₹1.09 Cr
₹1.17 Cr
Deepest Drawdown
−15.18%
−19.00%
Recovery Period
119 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
17.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
—
Number of Stocks
16
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%