Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
4.12%
8.56%
1 Year
−0.25%
5.56%
3 Years
10.95%
8.84%
5 Years
10.56%
—
Since Inception
10.62%
10.12%
Fund Age
13 yrs 8 mo
3 yrs 2 mo
AUM
₹41.22 Cr
₹45.94 Cr
Alpha – 1 Year
0.18%
5.91%
Alpha – 3 Years
2.39%
−0.16%
Information Ratio – 3 Years
0.52
0.15
Volatility – 1 Year
20.61%
23.84%
Volatility – 3 Years
17.57%
20.02%
Beta – 1 Year
1.24
1.25
Beta – 3 Years
1.19
1.03
Sharpe Ratio – 1 Year
-0.18
0.12
Sharpe Ratio – 3 Years
0.46
0.26
Worst Rolling Year
-10.52%
7.39%
Value at Worst Rolling Year
₹0.89 Cr
₹1.07 Cr
Deepest Drawdown
−22.41%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
9.37%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
—
Number of Stocks
25
14
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%
—
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%
3% / 2% / 1%