Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Valtrust Momentum
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%
4.78%
6 Months
3.83%
15.08%
1 Year
9.77%
13.63%
3 Years
13.19%
16.91%
5 Years
12.01%
—
Since Inception
14.38%
23.12%
Fund Age
6 yrs 8 mo
3 yrs 7 mo
AUM
₹42.66 Cr
₹78.91 Cr
Alpha – 1 Year
3.80%
8.91%
Alpha – 3 Years
2.30%
4.82%
Information Ratio – 3 Years
0.23
0.40
Volatility – 1 Year
15.84%
20.25%
Volatility – 3 Years
12.64%
21.43%
Beta – 1 Year
1.56
1.06
Beta – 3 Years
1.48
1.18
Sharpe Ratio – 1 Year
0.32
0.47
Sharpe Ratio – 3 Years
0.70
0.59
Worst Rolling Year
9.09%
15.66%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−15.18%
−29.56%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
L 15% · M 30% · S 55%
Number of Stocks
16
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%