Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.32%
2.21%
6 Months
3.83%
21.04%
1 Year
9.77%
21.34%
3 Years
13.19%
19.08%
5 Years
12.01%
23.67%
Since Inception
14.38%
—
Fund Age
6 yrs 8 mo
6 yrs 4 mo
AUM
₹42.66 Cr
₹364.08 Cr
Alpha – 1 Year
3.80%
21.69%
Alpha – 3 Years
2.30%
10.08%
Information Ratio – 3 Years
0.23
0.52
Volatility – 1 Year
15.84%
32.28%
Volatility – 3 Years
12.64%
28.08%
Beta – 1 Year
1.56
1.47
Beta – 3 Years
1.48
1.60
Sharpe Ratio – 1 Year
0.32
0.58
Sharpe Ratio – 3 Years
0.70
0.57
Worst Rolling Year
9.09%
15.61%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−15.18%
−31.98%
Recovery Period
119 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 90% · M 10%
Number of Stocks
16
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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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%