Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
4.64%
6 Months
11.49%
20.32%
1 Year
3.89%
29.93%
3 Years
8.19%
—
5 Years
11.02%
—
Since Inception
10.97%
15.24%
Fund Age
13 yrs 8 mo
1 yr 9 mo
AUM
₹360.51 Cr
₹3.17 Cr
Alpha – 1 Year
0.91%
25.21%
Alpha – 3 Years
−3.69%
—
Information Ratio – 3 Years
-0.18
—
Volatility – 1 Year
23.04%
24.54%
Volatility – 3 Years
19.34%
—
Beta – 1 Year
1.26
1.19
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.04
0.97
Sharpe Ratio – 3 Years
0.30
—
Worst Rolling Year
-8.10%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−30.43%
−12.48%
Recovery Period
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
29
36
Portfolio P/E
37.17
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –