Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Sameeksha - Equity Fund
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%
−0.38%
6 Months
2.80%
11.48%
1 Year
4.89%
7.29%
3 Years
12.23%
16.29%
5 Years
10.64%
16.45%
Since Inception
8.93%
20.67%
Fund Age
12 yrs
10 yrs 4 mo
AUM
₹134.76 Cr
₹1,333.94 Cr
Alpha – 1 Year
−1.08%
2.57%
Alpha – 3 Years
1.34%
4.20%
Information Ratio – 3 Years
0.07
0.52
Volatility – 1 Year
10.79%
21.33%
Volatility – 3 Years
9.62%
16.22%
Beta – 1 Year
1.04
1.18
Beta – 3 Years
1.10
0.93
Sharpe Ratio – 1 Year
-0.01
0.18
Sharpe Ratio – 3 Years
0.69
0.69
Worst Rolling Year
0.05%
-0.52%
Value at Worst Rolling Year
₹1.00 Cr
₹0.99 Cr
Deepest Drawdown
−11.50%
−19.36%
Recovery Period
80 days
122 days
1-Year Rolling Windows Positive
99.79%
98.89%
Median Rolling Year
10.94%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
—
Number of Stocks
33
50
Portfolio P/E
25.96
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 0% / 0%