Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
ValPro Balanced B
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
0.41%
6 Months
4.12%
10.49%
1 Year
−0.25%
18.36%
3 Years
10.95%
16.81%
5 Years
10.56%
4.40%
Since Inception
10.62%
5.10%
Fund Age
13 yrs 8 mo
5 yrs 1 mo
AUM
₹41.22 Cr
₹8.98 Cr
Alpha – 1 Year
0.18%
19.78%
Alpha – 3 Years
2.39%
9.07%
Information Ratio – 3 Years
0.52
0.98
Volatility – 1 Year
20.61%
22.04%
Volatility – 3 Years
17.57%
16.11%
Beta – 1 Year
1.24
1.21
Beta – 3 Years
1.19
1.01
Sharpe Ratio – 1 Year
-0.18
0.60
Sharpe Ratio – 3 Years
0.46
0.72
Worst Rolling Year
-10.52%
-1.98%
Value at Worst Rolling Year
₹0.89 Cr
₹0.98 Cr
Deepest Drawdown
−22.41%
−17.34%
Recovery Period
Not yet recovered
219 days
1-Year Rolling Windows Positive
93.48%
94.64%
Median Rolling Year
12.26%
8.56%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 65% · M 7% · S 9%
Number of Stocks
25
39
Portfolio P/E
36.71
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%