Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
1.80%
6 Months
9.19%
2.80%
1 Year
9.02%
4.89%
3 Years
14.71%
12.23%
5 Years
10.31%
10.64%
Since Inception
14.95%
8.93%
Fund Age
7 yrs 10 mo
12 yrs
AUM
₹42.73 Cr
₹134.76 Cr
Alpha – 1 Year
4.30%
−1.08%
Alpha – 3 Years
2.62%
1.34%
Information Ratio – 3 Years
0.63
0.07
Volatility – 1 Year
17.52%
10.79%
Volatility – 3 Years
14.89%
9.62%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.92
1.10
Sharpe Ratio – 1 Year
0.26
-0.01
Sharpe Ratio – 3 Years
0.66
0.69
Worst Rolling Year
8.19%
0.05%
Value at Worst Rolling Year
₹1.08 Cr
₹1.00 Cr
Deepest Drawdown
−18.24%
−11.50%
Recovery Period
238 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
16.27%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 16% · S 37%
L 50% · M 11% · S 8%
Number of Stocks
30
33
Portfolio P/E
31.64
25.96
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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% / – / –