Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Right Horizons - Perennial
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%
−0.19%
6 Months
2.80%
11.46%
1 Year
4.89%
8.21%
3 Years
12.23%
12.09%
5 Years
10.64%
11.81%
Since Inception
8.93%
13.34%
Fund Age
12 yrs
5 yrs 3 mo
AUM
₹134.76 Cr
₹34.29 Cr
Alpha – 1 Year
−1.08%
5.23%
Alpha – 3 Years
1.34%
0.21%
Information Ratio – 3 Years
0.07
0.17
Volatility – 1 Year
10.79%
24.84%
Volatility – 3 Years
9.62%
21.42%
Beta – 1 Year
1.04
1.25
Beta – 3 Years
1.10
1.08
Sharpe Ratio – 1 Year
-0.01
0.21
Sharpe Ratio – 3 Years
0.69
0.49
Worst Rolling Year
0.05%
7.11%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−11.50%
−34.77%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 5% · M 7% · S 69%
Number of Stocks
33
37
Portfolio P/E
25.96
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2.5% / 0% / 0%