Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
0.41%
6 Months
3.83%
20.81%
1 Year
9.77%
15.63%
3 Years
13.19%
13.76%
5 Years
12.01%
—
Since Inception
14.38%
14.77%
Fund Age
6 yrs 8 mo
4 yrs 6 mo
AUM
₹42.66 Cr
₹751.68 Cr
Alpha – 1 Year
3.80%
16.06%
Alpha – 3 Years
2.30%
5.19%
Information Ratio – 3 Years
0.23
0.25
Volatility – 1 Year
15.84%
18.90%
Volatility – 3 Years
12.64%
16.75%
Beta – 1 Year
1.56
0.89
Beta – 3 Years
1.48
0.79
Sharpe Ratio – 1 Year
0.32
0.57
Sharpe Ratio – 3 Years
0.70
0.53
Worst Rolling Year
9.09%
13.60%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−15.18%
−21.60%
Recovery Period
119 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
L 16% · M 11% · S 70%
Number of Stocks
16
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%