Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
1.80%
6 Months
24.60%
2.80%
1 Year
7.56%
4.89%
3 Years
20.98%
12.23%
5 Years
—
10.64%
Since Inception
24.10%
8.93%
Fund Age
4 yrs 4 mo
12 yrs
AUM
₹3.89 Cr
₹134.76 Cr
Alpha – 1 Year
4.58%
−1.08%
Alpha – 3 Years
9.08%
1.34%
Information Ratio – 3 Years
0.07
0.07
Volatility – 1 Year
32.74%
10.79%
Volatility – 3 Years
27.24%
9.62%
Beta – 1 Year
1.49
1.04
Beta – 3 Years
1.30
1.10
Sharpe Ratio – 1 Year
0.20
-0.01
Sharpe Ratio – 3 Years
0.49
0.69
Worst Rolling Year
17.91%
0.05%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−34.40%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
25.17%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
27
33
Portfolio P/E
52.77
25.96
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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% / – / –