Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
1.80%
6 Months
1.74%
2.80%
1 Year
10.49%
4.89%
3 Years
12.80%
12.23%
5 Years
12.91%
10.64%
Since Inception
15.37%
8.93%
Fund Age
7 yrs 7 mo
12 yrs
AUM
₹15.96 Cr
₹134.76 Cr
Alpha – 1 Year
10.84%
−1.08%
Alpha – 3 Years
3.80%
1.34%
Information Ratio – 3 Years
0.47
0.07
Volatility – 1 Year
19.22%
10.79%
Volatility – 3 Years
17.53%
9.62%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.15
1.10
Sharpe Ratio – 1 Year
0.34
-0.01
Sharpe Ratio – 3 Years
0.48
0.69
Worst Rolling Year
12.46%
0.05%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−19.38%
−11.50%
Recovery Period
275 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
18.63%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 50% · M 11% · S 8%
Number of Stocks
38
33
Portfolio P/E
24.65
25.96
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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)
3% / 2% / 1%
1% / – / –