Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Wallfort Focus Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Wallfort Focus Fund
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%
2.85%
6 Months
11.49%
3.29%
1 Year
3.89%
−1.12%
3 Years
8.19%
—
5 Years
11.02%
—
Since Inception
10.97%
−3.22%
Fund Age
13 yrs 8 mo
1 mo
AUM
₹360.51 Cr
₹1.49 Cr
Alpha – 1 Year
0.91%
−5.84%
Alpha – 3 Years
−3.69%
—
Information Ratio – 3 Years
-0.18
—
Volatility – 1 Year
23.04%
25.43%
Volatility – 3 Years
19.34%
—
Beta – 1 Year
1.26
1.37
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.04
-0.11
Sharpe Ratio – 3 Years
0.30
—
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%
—
Number of Stocks
29
—
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%