Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
1.80%
6 Months
3.83%
2.80%
1 Year
9.77%
4.89%
3 Years
13.19%
12.23%
5 Years
12.01%
10.64%
Since Inception
14.38%
8.93%
Fund Age
6 yrs 8 mo
12 yrs
AUM
₹42.66 Cr
₹134.76 Cr
Alpha – 1 Year
3.80%
−1.08%
Alpha – 3 Years
2.30%
1.34%
Information Ratio – 3 Years
0.23
0.07
Volatility – 1 Year
15.84%
10.79%
Volatility – 3 Years
12.64%
9.62%
Beta – 1 Year
1.56
1.04
Beta – 3 Years
1.48
1.10
Sharpe Ratio – 1 Year
0.32
-0.01
Sharpe Ratio – 3 Years
0.70
0.69
Worst Rolling Year
9.09%
0.05%
Value at Worst Rolling Year
₹1.09 Cr
₹1.00 Cr
Deepest Drawdown
−15.18%
−11.50%
Recovery Period
119 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
15.49%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 50% · M 11% · S 8%
Number of Stocks
16
33
Portfolio P/E
—
25.96
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 1% / 0%
1% / – / –