Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Solidarity Advisors - Prudence
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%
8.45%
6 Months
11.49%
29.49%
1 Year
3.89%
37.09%
3 Years
8.19%
18.49%
5 Years
11.02%
12.39%
Since Inception
10.97%
18.64%
Fund Age
13 yrs 8 mo
10 yrs 3 mo
AUM
₹360.51 Cr
₹1,760.35 Cr
Alpha – 1 Year
0.91%
32.37%
Alpha – 3 Years
−3.69%
6.40%
Information Ratio – 3 Years
-0.18
0.52
Volatility – 1 Year
23.04%
25.02%
Volatility – 3 Years
19.34%
18.27%
Beta – 1 Year
1.26
1.22
Beta – 3 Years
1.17
0.89
Sharpe Ratio – 1 Year
0.04
1.18
Sharpe Ratio – 3 Years
0.30
0.74
Worst Rolling Year
-8.10%
-0.28%
Value at Worst Rolling Year
₹0.92 Cr
₹1.00 Cr
Deepest Drawdown
−30.43%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
95.59%
99.89%
Median Rolling Year
11.30%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 11% · S 71%
Number of Stocks
29
13
Portfolio P/E
37.17
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%