Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.19%
6 Months
3.88%
11.46%
1 Year
−7.98%
8.21%
3 Years
11.06%
12.09%
5 Years
10.06%
11.81%
Since Inception
11.56%
13.34%
Fund Age
5 yrs 3 mo
5 yrs 3 mo
AUM
₹106.37 Cr
₹34.29 Cr
Alpha – 1 Year
−10.96%
5.23%
Alpha – 3 Years
−0.82%
0.21%
Information Ratio – 3 Years
0.00
0.17
Volatility – 1 Year
16.00%
24.84%
Volatility – 3 Years
17.59%
21.42%
Beta – 1 Year
0.79
1.25
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
-0.78
0.21
Sharpe Ratio – 3 Years
0.42
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−34.77%
Recovery Period
—
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%
Number of Stocks
—
37
Portfolio P/E
—
52.15
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%