Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
3.83%
13.10%
1 Year
9.77%
18.11%
3 Years
13.19%
14.56%
5 Years
12.01%
8.71%
Since Inception
14.38%
13.67%
Fund Age
6 yrs 8 mo
11 yrs 2 mo
AUM
₹42.66 Cr
₹138.06 Cr
Alpha – 1 Year
3.80%
18.46%
Alpha – 3 Years
2.30%
5.57%
Information Ratio – 3 Years
0.23
0.62
Volatility – 1 Year
15.84%
22.83%
Volatility – 3 Years
12.64%
16.72%
Beta – 1 Year
1.56
1.29
Beta – 3 Years
1.48
1.00
Sharpe Ratio – 1 Year
0.32
0.61
Sharpe Ratio – 3 Years
0.70
0.55
Worst Rolling Year
9.09%
-8.44%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−15.18%
−17.10%
Recovery Period
119 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
15.49%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 38% · M 14% · S 45%
Number of Stocks
16
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%