Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
1.80%
6 Months
5.63%
2.80%
1 Year
4.60%
4.89%
3 Years
14.51%
12.23%
5 Years
12.90%
10.64%
Since Inception
19.56%
8.93%
Fund Age
6 yrs 4 mo
12 yrs
AUM
₹1,566.43 Cr
₹134.76 Cr
Alpha – 1 Year
1.62%
−1.08%
Alpha – 3 Years
2.62%
1.34%
Information Ratio – 3 Years
0.58
0.07
Volatility – 1 Year
21.65%
10.79%
Volatility – 3 Years
16.64%
9.62%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.02
1.10
Sharpe Ratio – 1 Year
0.06
-0.01
Sharpe Ratio – 3 Years
0.58
0.69
Worst Rolling Year
12.32%
0.05%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−20.60%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
19.14%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 24% · S 29%
L 50% · M 11% · S 8%
Number of Stocks
42
33
Portfolio P/E
—
25.96
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –