Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
True-Equity Factor Quant
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%
1.09%
6 Months
11.46%
3.47%
1 Year
8.21%
−3.80%
3 Years
12.09%
11.26%
5 Years
11.81%
—
Since Inception
13.34%
13.40%
Fund Age
5 yrs 3 mo
3 yrs 11 mo
AUM
₹34.29 Cr
₹143.29 Cr
Alpha – 1 Year
5.23%
−6.78%
Alpha – 3 Years
0.21%
−0.63%
Information Ratio – 3 Years
0.17
-0.10
Volatility – 1 Year
24.84%
15.14%
Volatility – 3 Years
21.42%
16.91%
Beta – 1 Year
1.25
0.83
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
0.21
-0.54
Sharpe Ratio – 3 Years
0.49
0.40
Worst Rolling Year
7.11%
11.18%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−34.77%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
—
Number of Stocks
37
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%