Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
ValueQuest - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
1.42%
6 Months
4.12%
31.94%
1 Year
−0.25%
21.84%
3 Years
10.95%
17.21%
5 Years
10.56%
16.75%
Since Inception
10.62%
18.18%
Fund Age
13 yrs 8 mo
13 yrs 5 mo
AUM
₹41.22 Cr
₹2,035.08 Cr
Alpha – 1 Year
0.18%
18.86%
Alpha – 3 Years
2.39%
5.32%
Information Ratio – 3 Years
0.52
0.50
Volatility – 1 Year
20.61%
24.29%
Volatility – 3 Years
17.57%
19.24%
Beta – 1 Year
1.24
1.15
Beta – 3 Years
1.19
1.04
Sharpe Ratio – 1 Year
-0.18
0.70
Sharpe Ratio – 3 Years
0.46
0.65
Worst Rolling Year
-10.52%
-15.08%
Value at Worst Rolling Year
₹0.89 Cr
₹0.85 Cr
Deepest Drawdown
−22.41%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
93.48%
82.66%
Median Rolling Year
12.26%
25.54%
5-Year Rolling Windows Positive
99.05%
96.08%
Market-Cap Mix
L 70% · M 29%
L 23% · M 1% · S 69%
Number of Stocks
25
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%