Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
SRE - Shield
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
−0.37%
6 Months
4.12%
3.64%
1 Year
−0.25%
6.24%
3 Years
10.95%
9.36%
5 Years
10.56%
8.05%
Since Inception
10.62%
9.66%
Fund Age
13 yrs 8 mo
8 yrs 3 mo
AUM
₹41.22 Cr
₹32.8 Cr
Alpha – 1 Year
0.18%
6.59%
Alpha – 3 Years
2.39%
0.36%
Information Ratio – 3 Years
0.52
0.14
Volatility – 1 Year
20.61%
18.27%
Volatility – 3 Years
17.57%
15.46%
Beta – 1 Year
1.24
1.08
Beta – 3 Years
1.19
1.07
Sharpe Ratio – 1 Year
-0.18
0.15
Sharpe Ratio – 3 Years
0.46
0.34
Worst Rolling Year
-10.52%
6.25%
Value at Worst Rolling Year
₹0.89 Cr
₹1.06 Cr
Deepest Drawdown
−22.41%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
12.35%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 58% · M 28% · S 8%
Number of Stocks
25
33
Portfolio P/E
36.71
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%