Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
3.93%
6 Months
11.49%
25.32%
1 Year
3.89%
18.21%
3 Years
8.19%
32.70%
5 Years
11.02%
23.63%
Since Inception
10.97%
28.38%
Fund Age
13 yrs 8 mo
7 yrs 10 mo
AUM
₹360.51 Cr
₹8,686.39 Cr
Alpha – 1 Year
0.91%
13.49%
Alpha – 3 Years
−3.69%
20.61%
Information Ratio – 3 Years
-0.18
1.92
Volatility – 1 Year
23.04%
22.97%
Volatility – 3 Years
19.34%
19.40%
Beta – 1 Year
1.26
1.12
Beta – 3 Years
1.17
0.98
Sharpe Ratio – 1 Year
0.04
0.61
Sharpe Ratio – 3 Years
0.30
1.30
Worst Rolling Year
-8.10%
17.00%
Value at Worst Rolling Year
₹0.92 Cr
₹1.17 Cr
Deepest Drawdown
−30.43%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 37% · M 30% · S 25%
Number of Stocks
29
43
Portfolio P/E
37.17
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%