Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Tcg India Investment Opportunities 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%
4.64%
6 Months
11.46%
20.32%
1 Year
8.21%
29.93%
3 Years
12.09%
—
5 Years
11.81%
—
Since Inception
13.34%
15.24%
Fund Age
5 yrs 3 mo
1 yr 9 mo
AUM
₹34.29 Cr
₹3.17 Cr
Alpha – 1 Year
5.23%
25.21%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
24.84%
24.54%
Volatility – 3 Years
21.42%
—
Beta – 1 Year
1.25
1.19
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.21
0.97
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
7.11%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−34.77%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.26%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
L 28% · M 19% · S 50%
Number of Stocks
37
36
Portfolio P/E
52.15
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
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% / – / –