Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
7.03%
6 Months
3.83%
31.10%
1 Year
9.77%
52.47%
3 Years
13.19%
17.74%
5 Years
12.01%
16.38%
Since Inception
14.38%
15.58%
Fund Age
6 yrs 8 mo
16 yrs 9 mo
AUM
₹42.66 Cr
₹132.42 Cr
Alpha – 1 Year
3.80%
47.75%
Alpha – 3 Years
2.30%
5.65%
Information Ratio – 3 Years
0.23
0.46
Volatility – 1 Year
15.84%
26.74%
Volatility – 3 Years
12.64%
21.32%
Beta – 1 Year
1.56
1.30
Beta – 3 Years
1.48
0.97
Sharpe Ratio – 1 Year
0.32
1.52
Sharpe Ratio – 3 Years
0.70
0.68
Worst Rolling Year
9.09%
-15.93%
Value at Worst Rolling Year
₹1.09 Cr
₹0.84 Cr
Deepest Drawdown
−15.18%
−20.79%
Recovery Period
119 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
15.49%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 37% · M 21% · S 27%
M 9% · S 83%
Number of Stocks
16
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%