Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Vallum India Discovery
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
8.27%
6 Months
3.83%
25.28%
1 Year
9.77%
14.17%
3 Years
13.19%
11.84%
5 Years
12.01%
13.19%
Since Inception
14.38%
20.72%
Fund Age
6 yrs 8 mo
5 yrs 11 mo
AUM
₹42.66 Cr
₹1,246.45 Cr
Alpha – 1 Year
3.80%
9.45%
Alpha – 3 Years
2.30%
−0.25%
Information Ratio – 3 Years
0.23
0.04
Volatility – 1 Year
15.84%
23.38%
Volatility – 3 Years
12.64%
20.74%
Beta – 1 Year
1.56
1.12
Beta – 3 Years
1.48
1.17
Sharpe Ratio – 1 Year
0.32
0.45
Sharpe Ratio – 3 Years
0.70
0.42
Worst Rolling Year
9.09%
8.63%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−15.18%
−32.42%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
19.18%
5-Year Rolling Windows Positive
100.00%
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%
—
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0.5% / 0%