Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Right Horizons - Flexi Cap
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
1.80%
4.94%
6 Months
2.80%
11.49%
1 Year
4.89%
3.89%
3 Years
12.23%
8.19%
5 Years
10.64%
11.02%
Since Inception
8.93%
10.97%
Fund Age
12 yrs
13 yrs 8 mo
AUM
₹134.76 Cr
₹360.51 Cr
Alpha – 1 Year
−1.08%
0.91%
Alpha – 3 Years
1.34%
−3.69%
Information Ratio – 3 Years
0.07
-0.18
Volatility – 1 Year
10.79%
23.04%
Volatility – 3 Years
9.62%
19.34%
Beta – 1 Year
1.04
1.26
Beta – 3 Years
1.10
1.17
Sharpe Ratio – 1 Year
-0.01
0.04
Sharpe Ratio – 3 Years
0.69
0.30
Worst Rolling Year
0.05%
-8.10%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−11.50%
−30.43%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
95.59%
Median Rolling Year
10.94%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 38% · M 28% · S 33%
Number of Stocks
33
29
Portfolio P/E
25.96
37.17
Top 5 Holdings
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%