Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
SBI MF - ESG Portfolio
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%
2.26%
6 Months
2.80%
18.40%
1 Year
4.89%
9.21%
3 Years
12.23%
13.13%
5 Years
10.64%
13.39%
Since Inception
8.93%
14.83%
Fund Age
12 yrs
10 yrs
AUM
₹134.76 Cr
₹666.2 Cr
Alpha – 1 Year
−1.08%
9.64%
Alpha – 3 Years
1.34%
4.56%
Information Ratio – 3 Years
0.07
0.38
Volatility – 1 Year
10.79%
18.95%
Volatility – 3 Years
9.62%
16.01%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
1.10
0.90
Sharpe Ratio – 1 Year
-0.01
0.27
Sharpe Ratio – 3 Years
0.69
0.52
Worst Rolling Year
0.05%
-3.31%
Value at Worst Rolling Year
₹1.00 Cr
₹0.97 Cr
Deepest Drawdown
−11.50%
−20.80%
Recovery Period
80 days
109 days
1-Year Rolling Windows Positive
99.79%
96.71%
Median Rolling Year
10.94%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 13% · M 17% · S 66%
Number of Stocks
33
—
Portfolio P/E
25.96
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%