Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
9.42%
6 Months
4.12%
52.78%
1 Year
−0.25%
27.27%
3 Years
10.95%
—
5 Years
10.56%
—
Since Inception
10.62%
23.72%
Fund Age
13 yrs 8 mo
19 mo
AUM
₹41.22 Cr
₹71.55 Cr
Alpha – 1 Year
0.18%
22.55%
Alpha – 3 Years
2.39%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
20.61%
31.93%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.24
1.29
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
-0.18
0.74
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
-10.52%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−22.41%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
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%
S 96%
Number of Stocks
25
19
Portfolio P/E
36.71
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%