Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Valcreate Lifesciences and Specialty 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%
6.35%
6 Months
3.83%
17.95%
1 Year
9.77%
21.71%
3 Years
13.19%
19.34%
5 Years
12.01%
—
Since Inception
14.38%
19.34%
Fund Age
6 yrs 8 mo
3 yrs 6 mo
AUM
₹42.66 Cr
₹18.73 Cr
Alpha – 1 Year
3.80%
16.99%
Alpha – 3 Years
2.30%
7.25%
Information Ratio – 3 Years
0.23
0.85
Volatility – 1 Year
15.84%
22.22%
Volatility – 3 Years
12.64%
20.72%
Beta – 1 Year
1.56
0.87
Beta – 3 Years
1.48
0.89
Sharpe Ratio – 1 Year
0.32
0.75
Sharpe Ratio – 3 Years
0.70
0.85
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%
—
Number of Stocks
16
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%