Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Right Horizons - Perennial
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
−0.19%
6 Months
−5.38%
11.46%
1 Year
−6.70%
8.21%
3 Years
7.98%
12.09%
5 Years
—
11.81%
Since Inception
7.98%
13.34%
Fund Age
2 yrs 11 mo
5 yrs 3 mo
AUM
₹7.31 Cr
₹34.29 Cr
Alpha – 1 Year
−6.35%
5.23%
Alpha – 3 Years
−1.02%
0.21%
Information Ratio – 3 Years
-0.08
0.17
Volatility – 1 Year
17.44%
24.84%
Volatility – 3 Years
15.65%
21.42%
Beta – 1 Year
1.08
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.61
0.21
Sharpe Ratio – 3 Years
0.22
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−21.15%
−34.77%
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 61% · M 26% · S 9%
L 5% · M 7% · S 69%
Number of Stocks
66
37
Portfolio P/E
27.03
52.15
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2.5% / 0% / 0%