Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
7.67%
6 Months
3.83%
27.70%
1 Year
9.77%
47.52%
3 Years
13.19%
23.98%
5 Years
12.01%
15.87%
Since Inception
14.38%
18.55%
Fund Age
6 yrs 8 mo
16 yrs 2 mo
AUM
₹42.66 Cr
₹1,022.92 Cr
Alpha – 1 Year
3.80%
42.80%
Alpha – 3 Years
2.30%
11.89%
Information Ratio – 3 Years
0.23
1.12
Volatility – 1 Year
15.84%
28.29%
Volatility – 3 Years
12.64%
20.76%
Beta – 1 Year
1.56
1.36
Beta – 3 Years
1.48
1.07
Sharpe Ratio – 1 Year
0.32
1.33
Sharpe Ratio – 3 Years
0.70
0.99
Worst Rolling Year
9.09%
-4.58%
Value at Worst Rolling Year
₹1.09 Cr
₹0.95 Cr
Deepest Drawdown
−15.18%
−19.51%
Recovery Period
119 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
15.49%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 22% · M 32% · S 42%
Number of Stocks
16
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%