Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.27%
1.80%
6 Months
6.66%
2.80%
1 Year
7.95%
4.89%
3 Years
14.01%
12.23%
5 Years
12.40%
10.64%
Since Inception
16.07%
8.93%
Fund Age
12 yrs 5 mo
12 yrs
AUM
₹27.98 Cr
₹134.76 Cr
Alpha – 1 Year
3.23%
−1.08%
Alpha – 3 Years
1.92%
1.34%
Information Ratio – 3 Years
0.55
0.07
Volatility – 1 Year
16.42%
10.79%
Volatility – 3 Years
14.36%
9.62%
Beta – 1 Year
0.92
1.04
Beta – 3 Years
0.91
1.10
Sharpe Ratio – 1 Year
0.15
-0.01
Sharpe Ratio – 3 Years
0.63
0.69
Worst Rolling Year
-4.39%
0.05%
Value at Worst Rolling Year
₹0.96 Cr
₹1.00 Cr
Deepest Drawdown
−17.36%
−11.50%
Recovery Period
532 days
80 days
1-Year Rolling Windows Positive
97.43%
99.79%
Median Rolling Year
15.67%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 50% · M 11% · S 8%
Number of Stocks
30
33
Portfolio P/E
29.90
25.96
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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)
2% / 0% / 0%
1% / – / –