Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Valtrust Momentum
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%
4.78%
6 Months
11.46%
15.08%
1 Year
8.21%
13.63%
3 Years
12.09%
16.91%
5 Years
11.81%
—
Since Inception
13.34%
23.12%
Fund Age
5 yrs 3 mo
3 yrs 7 mo
AUM
₹34.29 Cr
₹78.91 Cr
Alpha – 1 Year
5.23%
8.91%
Alpha – 3 Years
0.21%
4.82%
Information Ratio – 3 Years
0.17
0.40
Volatility – 1 Year
24.84%
20.25%
Volatility – 3 Years
21.42%
21.43%
Beta – 1 Year
1.25
1.06
Beta – 3 Years
1.08
1.18
Sharpe Ratio – 1 Year
0.21
0.47
Sharpe Ratio – 3 Years
0.49
0.59
Worst Rolling Year
7.11%
15.66%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−34.77%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
L 15% · M 30% · S 55%
Number of Stocks
37
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
0% / 0% / 0%