Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Samvitti-PMS Long Term 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%
7.49%
6 Months
11.46%
27.88%
1 Year
8.21%
29.03%
3 Years
12.09%
18.18%
5 Years
11.81%
15.45%
Since Inception
13.34%
16.74%
Fund Age
5 yrs 3 mo
10 yrs 9 mo
AUM
₹34.29 Cr
₹245.99 Cr
Alpha – 1 Year
5.23%
24.31%
Alpha – 3 Years
0.21%
6.09%
Information Ratio – 3 Years
0.17
0.49
Volatility – 1 Year
24.84%
21.97%
Volatility – 3 Years
21.42%
17.89%
Beta – 1 Year
1.25
1.05
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
0.21
1.03
Sharpe Ratio – 3 Years
0.49
0.70
Worst Rolling Year
7.11%
1.53%
Value at Worst Rolling Year
₹1.07 Cr
₹1.02 Cr
Deepest Drawdown
−34.77%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 36% · M 27% · S 36%
Number of Stocks
37
44
Portfolio P/E
52.15
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%