Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
−0.67%
6 Months
3.83%
−7.55%
1 Year
9.77%
0.34%
3 Years
13.19%
—
5 Years
12.01%
—
Since Inception
14.38%
12.70%
Fund Age
6 yrs 8 mo
2 yrs 3 mo
AUM
₹42.66 Cr
₹7.52 Cr
Alpha – 1 Year
3.80%
−2.64%
Alpha – 3 Years
2.30%
—
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
15.84%
8.98%
Volatility – 3 Years
12.64%
—
Beta – 1 Year
1.56
0.39
Beta – 3 Years
1.48
—
Sharpe Ratio – 1 Year
0.32
-0.50
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
9.09%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−15.18%
−10.25%
Recovery Period
119 days
Not yet recovered
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%
L 71% · M 18% · S 10%
Number of Stocks
16
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—