Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
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
0.39%
1.80%
6 Months
5.71%
2.80%
1 Year
−0.97%
4.89%
3 Years
8.86%
12.23%
5 Years
14.20%
10.64%
Since Inception
14.76%
8.93%
Fund Age
10 yrs 5 mo
12 yrs
AUM
₹447.76 Cr
₹134.76 Cr
Alpha – 1 Year
−2.83%
−1.08%
Alpha – 3 Years
−3.22%
1.34%
Information Ratio – 3 Years
0.04
0.07
Volatility – 1 Year
24.79%
10.79%
Volatility – 3 Years
21.25%
9.62%
Beta – 1 Year
1.35
1.04
Beta – 3 Years
1.20
1.10
Sharpe Ratio – 1 Year
-0.14
-0.01
Sharpe Ratio – 3 Years
0.31
0.69
Worst Rolling Year
-13.00%
0.05%
Value at Worst Rolling Year
₹0.87 Cr
₹1.00 Cr
Deepest Drawdown
−26.06%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
84.68%
99.79%
Median Rolling Year
19.56%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 50% · M 11% · S 8%
Number of Stocks
32
33
Portfolio P/E
33.69
25.96
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
1% / – / –