Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
7.60%
6 Months
11.49%
26.61%
1 Year
3.89%
33.69%
3 Years
8.19%
25.74%
5 Years
11.02%
21.83%
Since Inception
10.97%
—
Fund Age
13 yrs 8 mo
8 yrs 4 mo
AUM
₹360.51 Cr
₹158.52 Cr
Alpha – 1 Year
0.91%
29.93%
Alpha – 3 Years
−3.69%
14.85%
Information Ratio – 3 Years
-0.18
1.52
Volatility – 1 Year
23.04%
19.82%
Volatility – 3 Years
19.34%
19.44%
Beta – 1 Year
1.26
1.03
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
0.04
1.29
Sharpe Ratio – 3 Years
0.30
1.16
Worst Rolling Year
-8.10%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−30.43%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
95.59%
—
Median Rolling Year
11.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 33%
L 31% · M 28% · S 38%
Number of Stocks
29
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%