Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
1.80%
6 Months
7.97%
2.80%
1 Year
6.21%
4.89%
3 Years
12.78%
12.23%
5 Years
14.19%
10.64%
Since Inception
16.41%
8.93%
Fund Age
7 yrs 3 mo
12 yrs
AUM
₹115.97 Cr
₹134.76 Cr
Alpha – 1 Year
1.49%
−1.08%
Alpha – 3 Years
0.69%
1.34%
Information Ratio – 3 Years
0.20
0.07
Volatility – 1 Year
15.75%
10.79%
Volatility – 3 Years
15.69%
9.62%
Beta – 1 Year
0.82
1.04
Beta – 3 Years
0.88
1.10
Sharpe Ratio – 1 Year
0.12
-0.01
Sharpe Ratio – 3 Years
0.51
0.69
Worst Rolling Year
11.84%
0.05%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−23.37%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.02%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
35
33
Portfolio P/E
—
25.96
Top 5 Holdings
—
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
1.00% / yr
1.75% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –