Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
4.79%
6 Months
11.49%
13.10%
1 Year
3.89%
18.11%
3 Years
8.19%
14.56%
5 Years
11.02%
8.71%
Since Inception
10.97%
13.67%
Fund Age
13 yrs 8 mo
11 yrs 2 mo
AUM
₹360.51 Cr
₹138.06 Cr
Alpha – 1 Year
0.91%
18.46%
Alpha – 3 Years
−3.69%
5.57%
Information Ratio – 3 Years
-0.18
0.62
Volatility – 1 Year
23.04%
22.83%
Volatility – 3 Years
19.34%
16.72%
Beta – 1 Year
1.26
1.29
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
0.04
0.61
Sharpe Ratio – 3 Years
0.30
0.55
Worst Rolling Year
-8.10%
-8.44%
Value at Worst Rolling Year
₹0.92 Cr
₹0.92 Cr
Deepest Drawdown
−30.43%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
95.59%
92.53%
Median Rolling Year
11.30%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 38% · M 14% · S 45%
Number of Stocks
29
18
Portfolio P/E
37.17
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%