Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Sameeksha - Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
−0.38%
6 Months
11.46%
11.48%
1 Year
8.21%
7.29%
3 Years
12.09%
16.29%
5 Years
11.81%
16.45%
Since Inception
13.34%
20.67%
Fund Age
5 yrs 3 mo
10 yrs 4 mo
AUM
₹34.29 Cr
₹1,333.94 Cr
Alpha – 1 Year
5.23%
2.57%
Alpha – 3 Years
0.21%
4.20%
Information Ratio – 3 Years
0.17
0.52
Volatility – 1 Year
24.84%
21.33%
Volatility – 3 Years
21.42%
16.22%
Beta – 1 Year
1.25
1.18
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
0.21
0.18
Sharpe Ratio – 3 Years
0.49
0.69
Worst Rolling Year
7.11%
-0.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.99 Cr
Deepest Drawdown
−34.77%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
18.26%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
—
Number of Stocks
37
50
Portfolio P/E
52.15
21.52
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
3% / 0% / 0%