Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
1.80%
6 Months
29.13%
2.80%
1 Year
20.96%
4.89%
3 Years
17.22%
12.23%
5 Years
—
10.64%
Since Inception
23.59%
8.93%
Fund Age
3 yrs 7 mo
12 yrs
AUM
₹147.56 Cr
₹134.76 Cr
Alpha – 1 Year
16.24%
−1.08%
Alpha – 3 Years
5.13%
1.34%
Information Ratio – 3 Years
0.33
0.07
Volatility – 1 Year
30.80%
10.79%
Volatility – 3 Years
25.65%
9.62%
Beta – 1 Year
1.54
1.04
Beta – 3 Years
1.41
1.10
Sharpe Ratio – 1 Year
0.58
-0.01
Sharpe Ratio – 3 Years
0.54
0.69
Worst Rolling Year
15.38%
0.05%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−28.52%
−11.50%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.14%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 50% · M 11% · S 8%
Number of Stocks
18
33
Portfolio P/E
—
25.96
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / – / –