Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
SBI MF - ESG Portfolio
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%
2.26%
6 Months
11.46%
18.40%
1 Year
8.21%
9.21%
3 Years
12.09%
13.13%
5 Years
11.81%
13.39%
Since Inception
13.34%
14.83%
Fund Age
5 yrs 3 mo
10 yrs
AUM
₹34.29 Cr
₹666.2 Cr
Alpha – 1 Year
5.23%
9.64%
Alpha – 3 Years
0.21%
4.56%
Information Ratio – 3 Years
0.17
0.38
Volatility – 1 Year
24.84%
18.95%
Volatility – 3 Years
21.42%
16.01%
Beta – 1 Year
1.25
0.98
Beta – 3 Years
1.08
0.90
Sharpe Ratio – 1 Year
0.21
0.27
Sharpe Ratio – 3 Years
0.49
0.52
Worst Rolling Year
7.11%
-3.31%
Value at Worst Rolling Year
₹1.07 Cr
₹0.97 Cr
Deepest Drawdown
−34.77%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
18.26%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 13% · M 17% · S 66%
Number of Stocks
37
—
Portfolio P/E
52.15
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
1% / 0% / 0%