Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
4.12%
13.10%
1 Year
−0.25%
18.11%
3 Years
10.95%
14.56%
5 Years
10.56%
8.71%
Since Inception
10.62%
13.67%
Fund Age
13 yrs 8 mo
11 yrs 2 mo
AUM
₹41.22 Cr
₹138.06 Cr
Alpha – 1 Year
0.18%
18.46%
Alpha – 3 Years
2.39%
5.57%
Information Ratio – 3 Years
0.52
0.62
Volatility – 1 Year
20.61%
22.83%
Volatility – 3 Years
17.57%
16.72%
Beta – 1 Year
1.24
1.29
Beta – 3 Years
1.19
1.00
Sharpe Ratio – 1 Year
-0.18
0.61
Sharpe Ratio – 3 Years
0.46
0.55
Worst Rolling Year
-10.52%
-8.44%
Value at Worst Rolling Year
₹0.89 Cr
₹0.92 Cr
Deepest Drawdown
−22.41%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
93.48%
92.53%
Median Rolling Year
12.26%
13.06%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 38% · M 14% · S 45%
Number of Stocks
25
18
Portfolio P/E
36.71
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%