Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.53%
1.80%
6 Months
5.22%
2.80%
1 Year
8.94%
4.89%
3 Years
10.33%
12.23%
5 Years
10.77%
10.64%
Since Inception
10.49%
8.93%
Fund Age
9 yrs 9 mo
12 yrs
AUM
₹67.62 Cr
₹134.76 Cr
Alpha – 1 Year
−0.44%
−1.08%
Alpha – 3 Years
0.76%
1.34%
Information Ratio – 3 Years
0.44
0.07
Volatility – 1 Year
2.31%
10.79%
Volatility – 3 Years
1.38%
9.62%
Beta – 1 Year
0.41
1.04
Beta – 3 Years
0.46
1.10
Sharpe Ratio – 1 Year
1.46
-0.01
Sharpe Ratio – 3 Years
3.36
0.69
Worst Rolling Year
9.87%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
—
−11.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
10.78%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
17
33
Portfolio P/E
—
25.96
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –