Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
3.26%
6 Months
11.49%
4.03%
1 Year
3.89%
0.70%
3 Years
8.19%
10.01%
5 Years
11.02%
8.40%
Since Inception
10.97%
14.84%
Fund Age
13 yrs 8 mo
7 yrs 10 mo
AUM
₹360.51 Cr
₹2,937.84 Cr
Alpha – 1 Year
0.91%
−2.28%
Alpha – 3 Years
−3.69%
−1.88%
Information Ratio – 3 Years
-0.18
-0.37
Volatility – 1 Year
23.04%
17.90%
Volatility – 3 Years
19.34%
14.65%
Beta – 1 Year
1.26
1.00
Beta – 3 Years
1.17
0.93
Sharpe Ratio – 1 Year
0.04
-0.18
Sharpe Ratio – 3 Years
0.30
0.35
Worst Rolling Year
-8.10%
7.25%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−30.43%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 58% · M 15% · S 26%
Number of Stocks
29
71
Portfolio P/E
37.17
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%