Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
10.24%
6 Months
11.46%
31.65%
1 Year
8.21%
26.47%
3 Years
12.09%
18.72%
5 Years
11.81%
16.28%
Since Inception
13.34%
14.51%
Fund Age
5 yrs 3 mo
10 yrs 10 mo
AUM
₹34.29 Cr
₹423.36 Cr
Alpha – 1 Year
5.23%
21.75%
Alpha – 3 Years
0.21%
6.63%
Information Ratio – 3 Years
0.17
0.36
Volatility – 1 Year
24.84%
28.25%
Volatility – 3 Years
21.42%
24.90%
Beta – 1 Year
1.25
1.32
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
0.21
0.78
Sharpe Ratio – 3 Years
0.49
0.60
Worst Rolling Year
7.11%
-5.98%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−34.77%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
18.26%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 12% · M 6% · S 82%
Number of Stocks
37
62
Portfolio P/E
52.15
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
0% / 0% / 0%