Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
7.60%
6 Months
4.12%
26.61%
1 Year
−0.25%
33.69%
3 Years
10.95%
25.74%
5 Years
10.56%
21.83%
Since Inception
10.62%
—
Fund Age
13 yrs 8 mo
8 yrs 4 mo
AUM
₹41.22 Cr
₹158.52 Cr
Alpha – 1 Year
0.18%
29.93%
Alpha – 3 Years
2.39%
14.85%
Information Ratio – 3 Years
0.52
1.52
Volatility – 1 Year
20.61%
19.82%
Volatility – 3 Years
17.57%
19.44%
Beta – 1 Year
1.24
1.03
Beta – 3 Years
1.19
1.06
Sharpe Ratio – 1 Year
-0.18
1.29
Sharpe Ratio – 3 Years
0.46
1.16
Worst Rolling Year
-10.52%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−22.41%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
93.48%
—
Median Rolling Year
12.26%
—
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
L 31% · M 28% · S 38%
Number of Stocks
25
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%