PMS · Equity · Large Cap
Right Horizons - India Business Leaders
Fund size₹41 Cr
Alpha (3Y)3.61%
3Y return10.95%
Fund age13 yrs 8 mo
Fund Manager
Growth of₹Cr
Right Horizons India Business Leaders
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Right Horizons India Business Leaders | −0.56% | −0.25% | −0.58% | 10.95% | 10.56% | 10.62% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.56% | 10.40% | 12.63% |
| Excess over benchmark | 5.37% | 0.18% | −0.64% | 2.39% | 0.16% | −2.01% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
17.57%
Benchmark approx 13.29%
A standard deviation reflecting historical swings.
Sensitivity
1.19
Beta vs benchmark 1.00 · 19% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.46
Sharpe
Excess return gained per unit of volatility.
Capture ratio
128 / 115
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −22.41% from its 27 Sep 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−22.41%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 27 Sep 2024 | 28 Feb 2025 | −22.41% | 154 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak27 Sep 2024
Trough28 Feb 2025
Depth−22.41%
Fell over154 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
25
P/E ratio
36.71
P/B ratio
4.73
Dividend yield
0.43%
Avg market cap
₹3.78 L Cr
Median market cap
₹1.94 L Cr
Asset class
Equity
Market cap
Large cap69.97%
Mid cap29.16%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 18.33% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.25% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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