Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
−0.19%
6 Months
11.49%
11.46%
1 Year
3.89%
8.21%
3 Years
8.19%
12.09%
5 Years
11.02%
11.81%
Since Inception
10.97%
13.34%
Fund Age
13 yrs 8 mo
5 yrs 3 mo
AUM
₹360.51 Cr
₹34.29 Cr
Alpha – 1 Year
0.91%
5.23%
Alpha – 3 Years
−3.69%
0.21%
Information Ratio – 3 Years
-0.18
0.17
Volatility – 1 Year
23.04%
24.84%
Volatility – 3 Years
19.34%
21.42%
Beta – 1 Year
1.26
1.25
Beta – 3 Years
1.17
1.08
Sharpe Ratio – 1 Year
0.04
0.21
Sharpe Ratio – 3 Years
0.30
0.49
Worst Rolling Year
-8.10%
7.11%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−30.43%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 5% · M 7% · S 69%
Number of Stocks
29
37
Portfolio P/E
37.17
52.15
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%