Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
ValueQuest - Platinum
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%
2.62%
6 Months
3.83%
20.31%
1 Year
9.77%
5.50%
3 Years
13.19%
14.22%
5 Years
12.01%
16.13%
Since Inception
14.38%
18.70%
Fund Age
6 yrs 8 mo
9 yrs 8 mo
AUM
₹42.66 Cr
₹3,491.64 Cr
Alpha – 1 Year
3.80%
2.52%
Alpha – 3 Years
2.30%
2.33%
Information Ratio – 3 Years
0.23
0.19
Volatility – 1 Year
15.84%
25.24%
Volatility – 3 Years
12.64%
21.26%
Beta – 1 Year
1.56
1.29
Beta – 3 Years
1.48
1.17
Sharpe Ratio – 1 Year
0.32
0.11
Sharpe Ratio – 3 Years
0.70
0.48
Worst Rolling Year
9.09%
-9.34%
Value at Worst Rolling Year
₹1.09 Cr
₹0.91 Cr
Deepest Drawdown
−15.18%
−6.25%
Recovery Period
119 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
15.49%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%