Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
2.80%
15.63%
1 Year
4.89%
20.01%
3 Years
12.23%
17.10%
5 Years
10.64%
15.64%
Since Inception
8.93%
13.05%
Fund Age
12 yrs
8 yrs 11 mo
AUM
₹134.76 Cr
₹46.46 Cr
Alpha – 1 Year
−1.08%
15.29%
Alpha – 3 Years
1.34%
5.01%
Information Ratio – 3 Years
0.07
0.88
Volatility – 1 Year
10.79%
20.61%
Volatility – 3 Years
9.62%
19.98%
Beta – 1 Year
1.04
0.94
Beta – 3 Years
1.10
1.02
Sharpe Ratio – 1 Year
-0.01
0.73
Sharpe Ratio – 3 Years
0.69
0.85
Worst Rolling Year
0.05%
-3.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−11.50%
−27.72%
Recovery Period
80 days
476 days
1-Year Rolling Windows Positive
99.79%
93.14%
Median Rolling Year
10.94%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 27% · M 34% · S 33%
Number of Stocks
33
25
Portfolio P/E
25.96
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%