Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
11.46%
11.30%
1 Year
8.21%
5.88%
3 Years
12.09%
—
5 Years
11.81%
—
Since Inception
13.34%
10.85%
Fund Age
5 yrs 3 mo
2 yrs 5 mo
AUM
₹34.29 Cr
₹45.96 Cr
Alpha – 1 Year
5.23%
−0.98%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
24.84%
21.88%
Volatility – 3 Years
21.42%
—
Beta – 1 Year
1.25
2.00
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.21
0.12
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
7.11%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−34.77%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
37
39
Portfolio P/E
52.15
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
2% / 1.5% / 1%