Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
ValPro Alpha A
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%
0.73%
6 Months
3.83%
20.81%
1 Year
9.77%
18.30%
3 Years
13.19%
17.96%
5 Years
12.01%
12.95%
Since Inception
14.38%
15.75%
Fund Age
6 yrs 8 mo
5 yrs 4 mo
AUM
₹42.66 Cr
₹193.44 Cr
Alpha – 1 Year
3.80%
19.72%
Alpha – 3 Years
2.30%
10.22%
Information Ratio – 3 Years
0.23
1.02
Volatility – 1 Year
15.84%
26.31%
Volatility – 3 Years
12.64%
19.93%
Beta – 1 Year
1.56
1.42
Beta – 3 Years
1.48
1.19
Sharpe Ratio – 1 Year
0.32
0.55
Sharpe Ratio – 3 Years
0.70
0.67
Worst Rolling Year
9.09%
8.87%
Value at Worst Rolling Year
₹1.09 Cr
₹1.09 Cr
Deepest Drawdown
−15.18%
−19.69%
Recovery Period
119 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
L 31% · M 8% · S 35%
Number of Stocks
16
112
Portfolio P/E
—
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%