Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
White Oak - India Pioneers Equity
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%
3.26%
6 Months
3.83%
4.03%
1 Year
9.77%
0.70%
3 Years
13.19%
10.01%
5 Years
12.01%
8.40%
Since Inception
14.38%
14.84%
Fund Age
6 yrs 8 mo
7 yrs 10 mo
AUM
₹42.66 Cr
₹2,937.84 Cr
Alpha – 1 Year
3.80%
−2.28%
Alpha – 3 Years
2.30%
−1.88%
Information Ratio – 3 Years
0.23
-0.37
Volatility – 1 Year
15.84%
17.90%
Volatility – 3 Years
12.64%
14.65%
Beta – 1 Year
1.56
1.00
Beta – 3 Years
1.48
0.93
Sharpe Ratio – 1 Year
0.32
-0.18
Sharpe Ratio – 3 Years
0.70
0.35
Worst Rolling Year
9.09%
7.25%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−15.18%
−18.24%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 58% · M 15% · S 26%
Number of Stocks
16
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%