Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.79%
6 Months
3.83%
18.76%
1 Year
9.77%
31.67%
3 Years
13.19%
24.57%
5 Years
12.01%
—
Since Inception
14.38%
26.31%
Fund Age
6 yrs 8 mo
2 yrs 4 mo
AUM
₹42.66 Cr
₹160.31 Cr
Alpha – 1 Year
3.80%
26.95%
Alpha – 3 Years
2.30%
12.48%
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
15.84%
17.93%
Volatility – 3 Years
12.64%
20.59%
Beta – 1 Year
1.56
0.80
Beta – 3 Years
1.48
—
Sharpe Ratio – 1 Year
0.32
1.34
Sharpe Ratio – 3 Years
0.70
1.78
Worst Rolling Year
9.09%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−15.18%
−12.22%
Recovery Period
119 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%