Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
2.26%
6 Months
4.12%
18.40%
1 Year
−0.25%
9.21%
3 Years
10.95%
13.13%
5 Years
10.56%
13.39%
Since Inception
10.62%
14.83%
Fund Age
13 yrs 8 mo
10 yrs
AUM
₹41.22 Cr
₹666.2 Cr
Alpha – 1 Year
0.18%
9.64%
Alpha – 3 Years
2.39%
4.56%
Information Ratio – 3 Years
0.52
0.38
Volatility – 1 Year
20.61%
18.95%
Volatility – 3 Years
17.57%
16.01%
Beta – 1 Year
1.24
0.98
Beta – 3 Years
1.19
0.90
Sharpe Ratio – 1 Year
-0.18
0.27
Sharpe Ratio – 3 Years
0.46
0.52
Worst Rolling Year
-10.52%
-3.31%
Value at Worst Rolling Year
₹0.89 Cr
₹0.97 Cr
Deepest Drawdown
−22.41%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
93.48%
96.71%
Median Rolling Year
12.26%
17.72%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 13% · M 17% · S 66%
Number of Stocks
25
—
Portfolio P/E
36.71
—
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%