Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.63%
1.80%
6 Months
8.65%
2.80%
1 Year
10.66%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
22.10%
8.93%
Fund Age
2 yrs 7 mo
12 yrs
AUM
₹374.18 Cr
₹134.76 Cr
Alpha – 1 Year
2.92%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
10.32%
10.79%
Volatility – 3 Years
—
9.62%
Beta – 1 Year
0.27
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.50
-0.01
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−8.56%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 41% · S 9%
L 50% · M 11% · S 8%
Number of Stocks
37
33
Portfolio P/E
19.24
25.96
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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% / – / –