Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.80%
6 Months
−5.56%
2.80%
1 Year
34.70%
4.89%
3 Years
27.41%
12.23%
5 Years
32.51%
10.64%
Since Inception
32.15%
8.93%
Fund Age
13 yrs 6 mo
12 yrs
AUM
₹2,318.72 Cr
₹134.76 Cr
Alpha – 1 Year
35.05%
−1.08%
Alpha – 3 Years
18.41%
1.34%
Information Ratio – 3 Years
1.03
0.07
Volatility – 1 Year
21.67%
10.79%
Volatility – 3 Years
15.53%
9.62%
Beta – 1 Year
0.28
1.04
Beta – 3 Years
0.35
1.10
Sharpe Ratio – 1 Year
1.24
-0.01
Sharpe Ratio – 3 Years
1.31
0.69
Worst Rolling Year
-17.36%
0.05%
Value at Worst Rolling Year
₹0.83 Cr
₹1.00 Cr
Deepest Drawdown
−21.72%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
88.36%
99.79%
Median Rolling Year
37.79%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 50% · M 11% · S 8%
Number of Stocks
9
33
Portfolio P/E
14.68
25.96
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –