Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
1.80%
6 Months
−7.28%
2.80%
1 Year
1.15%
4.89%
3 Years
9.13%
12.23%
5 Years
7.36%
10.64%
Since Inception
8.07%
8.93%
Fund Age
8 yrs 1 mo
12 yrs
AUM
₹172.71 Cr
₹134.76 Cr
Alpha – 1 Year
1.58%
−1.08%
Alpha – 3 Years
0.57%
1.34%
Information Ratio – 3 Years
0.09
0.07
Volatility – 1 Year
24.79%
10.79%
Volatility – 3 Years
18.71%
9.62%
Beta – 1 Year
1.50
1.04
Beta – 3 Years
1.16
1.10
Sharpe Ratio – 1 Year
-0.05
-0.01
Sharpe Ratio – 3 Years
0.27
0.69
Worst Rolling Year
0.74%
0.05%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−19.52%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
99.89%
99.79%
Median Rolling Year
10.27%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 17% · S 30%
L 50% · M 11% · S 8%
Number of Stocks
23
33
Portfolio P/E
21.42
25.96
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –