Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Wallfort-Avenue Fund
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%
3.79%
6 Months
4.12%
18.76%
1 Year
−0.25%
31.67%
3 Years
10.95%
24.57%
5 Years
10.56%
—
Since Inception
10.62%
26.31%
Fund Age
13 yrs 8 mo
2 yrs 4 mo
AUM
₹41.22 Cr
₹160.31 Cr
Alpha – 1 Year
0.18%
26.95%
Alpha – 3 Years
2.39%
12.48%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
20.61%
17.93%
Volatility – 3 Years
17.57%
20.59%
Beta – 1 Year
1.24
0.80
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
-0.18
1.34
Sharpe Ratio – 3 Years
0.46
1.78
Worst Rolling Year
-10.52%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−22.41%
−12.22%
Recovery Period
Not yet recovered
69 days
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%
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%