Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Sameeksha - Equity Fund
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%
−0.38%
6 Months
11.49%
11.48%
1 Year
3.89%
7.29%
3 Years
8.19%
16.29%
5 Years
11.02%
16.45%
Since Inception
10.97%
20.67%
Fund Age
13 yrs 8 mo
10 yrs 4 mo
AUM
₹360.51 Cr
₹1,333.94 Cr
Alpha – 1 Year
0.91%
2.57%
Alpha – 3 Years
−3.69%
4.20%
Information Ratio – 3 Years
-0.18
0.52
Volatility – 1 Year
23.04%
21.33%
Volatility – 3 Years
19.34%
16.22%
Beta – 1 Year
1.26
1.18
Beta – 3 Years
1.17
0.93
Sharpe Ratio – 1 Year
0.04
0.18
Sharpe Ratio – 3 Years
0.30
0.69
Worst Rolling Year
-8.10%
-0.52%
Value at Worst Rolling Year
₹0.92 Cr
₹0.99 Cr
Deepest Drawdown
−30.43%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
95.59%
98.89%
Median Rolling Year
11.30%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
—
Number of Stocks
29
50
Portfolio P/E
37.17
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 0% / 0%