Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
3.93%
6 Months
4.12%
25.32%
1 Year
−0.25%
18.21%
3 Years
10.95%
32.70%
5 Years
10.56%
23.63%
Since Inception
10.62%
28.38%
Fund Age
13 yrs 8 mo
7 yrs 10 mo
AUM
₹41.22 Cr
₹8,686.39 Cr
Alpha – 1 Year
0.18%
13.49%
Alpha – 3 Years
2.39%
20.61%
Information Ratio – 3 Years
0.52
1.92
Volatility – 1 Year
20.61%
22.97%
Volatility – 3 Years
17.57%
19.40%
Beta – 1 Year
1.24
1.12
Beta – 3 Years
1.19
0.98
Sharpe Ratio – 1 Year
-0.18
0.61
Sharpe Ratio – 3 Years
0.46
1.30
Worst Rolling Year
-10.52%
17.00%
Value at Worst Rolling Year
₹0.89 Cr
₹1.17 Cr
Deepest Drawdown
−22.41%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
30.47%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 37% · M 30% · S 25%
Number of Stocks
25
43
Portfolio P/E
36.71
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%