Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.11%
2.21%
6 Months
4.12%
21.04%
1 Year
−0.25%
21.34%
3 Years
10.95%
19.08%
5 Years
10.56%
23.67%
Since Inception
10.62%
—
Fund Age
13 yrs 8 mo
6 yrs 4 mo
AUM
₹41.22 Cr
₹364.08 Cr
Alpha – 1 Year
0.18%
21.69%
Alpha – 3 Years
2.39%
10.08%
Information Ratio – 3 Years
0.52
0.52
Volatility – 1 Year
20.61%
32.28%
Volatility – 3 Years
17.57%
28.08%
Beta – 1 Year
1.24
1.47
Beta – 3 Years
1.19
1.60
Sharpe Ratio – 1 Year
-0.18
0.58
Sharpe Ratio – 3 Years
0.46
0.57
Worst Rolling Year
-10.52%
15.61%
Value at Worst Rolling Year
₹0.89 Cr
₹1.16 Cr
Deepest Drawdown
−22.41%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
28.21%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%