Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Xylem Maverick Strategy
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%
9.42%
6 Months
11.46%
52.78%
1 Year
8.21%
27.27%
3 Years
12.09%
—
5 Years
11.81%
—
Since Inception
13.34%
23.72%
Fund Age
5 yrs 3 mo
19 mo
AUM
₹34.29 Cr
₹71.55 Cr
Alpha – 1 Year
5.23%
22.55%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
24.84%
31.93%
Volatility – 3 Years
21.42%
—
Beta – 1 Year
1.25
1.29
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.21
0.74
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
7.11%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−34.77%
−27.01%
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%
S 96%
Number of Stocks
37
19
Portfolio P/E
52.15
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
0% / 0% / 0%