Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
11.46%
13.10%
1 Year
8.21%
18.11%
3 Years
12.09%
14.56%
5 Years
11.81%
8.71%
Since Inception
13.34%
13.67%
Fund Age
5 yrs 3 mo
11 yrs 2 mo
AUM
₹34.29 Cr
₹138.06 Cr
Alpha – 1 Year
5.23%
18.46%
Alpha – 3 Years
0.21%
5.57%
Information Ratio – 3 Years
0.17
0.62
Volatility – 1 Year
24.84%
22.83%
Volatility – 3 Years
21.42%
16.72%
Beta – 1 Year
1.25
1.29
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.49
0.55
Worst Rolling Year
7.11%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−34.77%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
18.26%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 38% · M 14% · S 45%
Number of Stocks
37
18
Portfolio P/E
52.15
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
0% / 0% / 0%