Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Samvitti-PMS Long Term Growth
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
1.80%
7.49%
6 Months
2.80%
27.88%
1 Year
4.89%
29.03%
3 Years
12.23%
18.18%
5 Years
10.64%
15.45%
Since Inception
8.93%
16.74%
Fund Age
12 yrs
10 yrs 9 mo
AUM
₹134.76 Cr
₹245.99 Cr
Alpha – 1 Year
−1.08%
24.31%
Alpha – 3 Years
1.34%
6.09%
Information Ratio – 3 Years
0.07
0.49
Volatility – 1 Year
10.79%
21.97%
Volatility – 3 Years
9.62%
17.89%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.10
0.93
Sharpe Ratio – 1 Year
-0.01
1.03
Sharpe Ratio – 3 Years
0.69
0.70
Worst Rolling Year
0.05%
1.53%
Value at Worst Rolling Year
₹1.00 Cr
₹1.02 Cr
Deepest Drawdown
−11.50%
−20.27%
Recovery Period
80 days
205 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 36% · M 27% · S 36%
Number of Stocks
33
44
Portfolio P/E
25.96
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%