Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
1.80%
6 Months
26.95%
2.80%
1 Year
13.12%
4.89%
3 Years
17.80%
12.23%
5 Years
15.04%
10.64%
Since Inception
22.70%
8.93%
Fund Age
8 yrs
12 yrs
AUM
₹357.26 Cr
₹134.76 Cr
Alpha – 1 Year
10.14%
−1.08%
Alpha – 3 Years
5.90%
1.34%
Information Ratio – 3 Years
0.31
0.07
Volatility – 1 Year
32.38%
10.79%
Volatility – 3 Years
25.45%
9.62%
Beta – 1 Year
1.68
1.04
Beta – 3 Years
1.37
1.10
Sharpe Ratio – 1 Year
0.36
-0.01
Sharpe Ratio – 3 Years
0.56
0.69
Worst Rolling Year
11.19%
0.05%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−26.50%
−11.50%
Recovery Period
80 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
27.28%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 50% · M 11% · S 8%
Number of Stocks
42
33
Portfolio P/E
42.01
25.96
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –