Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
2.80%
10.94%
1 Year
4.89%
1.03%
3 Years
12.23%
11.45%
5 Years
10.64%
15.19%
Since Inception
8.93%
27.03%
Fund Age
12 yrs
5 yrs 11 mo
AUM
₹134.76 Cr
₹298.71 Cr
Alpha – 1 Year
−1.08%
−3.69%
Alpha – 3 Years
1.34%
−0.64%
Information Ratio – 3 Years
0.07
-0.04
Volatility – 1 Year
10.79%
27.68%
Volatility – 3 Years
9.62%
23.40%
Beta – 1 Year
1.04
1.45
Beta – 3 Years
1.10
1.22
Sharpe Ratio – 1 Year
-0.01
-0.03
Sharpe Ratio – 3 Years
0.69
0.35
Worst Rolling Year
0.05%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−11.50%
—
Recovery Period
80 days
—
1-Year Rolling Windows Positive
99.79%
—
Median Rolling Year
10.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 2% · M 2% · S 86%
Number of Stocks
33
36
Portfolio P/E
25.96
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%