Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
1.80%
6 Months
19.31%
2.80%
1 Year
11.21%
4.89%
3 Years
13.34%
12.23%
5 Years
15.02%
10.64%
Since Inception
17.08%
8.93%
Fund Age
5 yrs 4 mo
12 yrs
AUM
₹135.65 Cr
₹134.76 Cr
Alpha – 1 Year
6.49%
−1.08%
Alpha – 3 Years
1.25%
1.34%
Information Ratio – 3 Years
0.12
0.07
Volatility – 1 Year
20.71%
10.79%
Volatility – 3 Years
17.79%
9.62%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.97
1.10
Sharpe Ratio – 1 Year
0.35
-0.01
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
12.49%
0.05%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−25.10%
−11.50%
Recovery Period
493 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
19.71%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –