Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Shepherds Hill - Value Magno
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
0.15%
6 Months
11.49%
5.44%
1 Year
3.89%
6.80%
3 Years
8.19%
17.32%
5 Years
11.02%
18.10%
Since Inception
10.97%
16.54%
Fund Age
13 yrs 8 mo
11 yrs 1 mo
AUM
₹360.51 Cr
₹120.51 Cr
Alpha – 1 Year
0.91%
3.04%
Alpha – 3 Years
−3.69%
6.42%
Information Ratio – 3 Years
-0.18
0.53
Volatility – 1 Year
23.04%
13.99%
Volatility – 3 Years
19.34%
15.09%
Beta – 1 Year
1.26
0.76
Beta – 3 Years
1.17
0.68
Sharpe Ratio – 1 Year
0.04
0.16
Sharpe Ratio – 3 Years
0.30
0.86
Worst Rolling Year
-8.10%
-18.71%
Value at Worst Rolling Year
₹0.92 Cr
₹0.81 Cr
Deepest Drawdown
−30.43%
−12.53%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
95.59%
77.50%
Median Rolling Year
11.30%
19.23%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 33%
L 15% · M 5% · S 66%
Number of Stocks
29
16
Portfolio P/E
37.17
—
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%
—
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%