Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.29%
6 Months
11.46%
14.68%
1 Year
8.21%
11.65%
3 Years
12.09%
7.09%
5 Years
11.81%
8.41%
Since Inception
13.34%
10.45%
Fund Age
5 yrs 3 mo
10 yrs 5 mo
AUM
₹34.29 Cr
₹24.48 Cr
Alpha – 1 Year
5.23%
12.00%
Alpha – 3 Years
0.21%
−1.90%
Information Ratio – 3 Years
0.17
-0.12
Volatility – 1 Year
24.84%
20.48%
Volatility – 3 Years
21.42%
16.32%
Beta – 1 Year
1.25
1.11
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.21
0.36
Sharpe Ratio – 3 Years
0.49
0.15
Worst Rolling Year
7.11%
-5.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.95 Cr
Deepest Drawdown
−34.77%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
18.26%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 41% · M 5% · S 35%
Number of Stocks
37
31
Portfolio P/E
52.15
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –