Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Vallum India Discovery
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%
8.27%
6 Months
11.46%
25.28%
1 Year
8.21%
14.17%
3 Years
12.09%
11.84%
5 Years
11.81%
13.19%
Since Inception
13.34%
20.72%
Fund Age
5 yrs 3 mo
5 yrs 11 mo
AUM
₹34.29 Cr
₹1,246.45 Cr
Alpha – 1 Year
5.23%
9.45%
Alpha – 3 Years
0.21%
−0.25%
Information Ratio – 3 Years
0.17
0.04
Volatility – 1 Year
24.84%
23.38%
Volatility – 3 Years
21.42%
20.74%
Beta – 1 Year
1.25
1.12
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
0.21
0.45
Sharpe Ratio – 3 Years
0.49
0.42
Worst Rolling Year
7.11%
8.63%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−34.77%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
—
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%
—
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
1% / 0.5% / 0%