Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
ValueQuest - Growth
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%
1.42%
6 Months
3.83%
31.94%
1 Year
9.77%
21.84%
3 Years
13.19%
17.21%
5 Years
12.01%
16.75%
Since Inception
14.38%
18.18%
Fund Age
6 yrs 8 mo
13 yrs 5 mo
AUM
₹42.66 Cr
₹2,035.08 Cr
Alpha – 1 Year
3.80%
18.86%
Alpha – 3 Years
2.30%
5.32%
Information Ratio – 3 Years
0.23
0.50
Volatility – 1 Year
15.84%
24.29%
Volatility – 3 Years
12.64%
19.24%
Beta – 1 Year
1.56
1.15
Beta – 3 Years
1.48
1.04
Sharpe Ratio – 1 Year
0.32
0.70
Sharpe Ratio – 3 Years
0.70
0.65
Worst Rolling Year
9.09%
-15.08%
Value at Worst Rolling Year
₹1.09 Cr
₹0.85 Cr
Deepest Drawdown
−15.18%
−8.16%
Recovery Period
119 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
15.49%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 37% · M 21% · S 27%
L 23% · M 1% · S 69%
Number of Stocks
16
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%