Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
SMC Global - Growth
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%
5.80%
6 Months
2.80%
20.03%
1 Year
4.89%
17.27%
3 Years
12.23%
12.81%
5 Years
10.64%
11.98%
Since Inception
8.93%
14.70%
Fund Age
12 yrs
6 yrs 10 mo
AUM
₹134.76 Cr
₹201.68 Cr
Alpha – 1 Year
−1.08%
12.55%
Alpha – 3 Years
1.34%
0.73%
Information Ratio – 3 Years
0.07
0.15
Volatility – 1 Year
10.79%
22.73%
Volatility – 3 Years
9.62%
20.11%
Beta – 1 Year
1.04
1.17
Beta – 3 Years
1.10
1.13
Sharpe Ratio – 1 Year
-0.01
0.58
Sharpe Ratio – 3 Years
0.69
0.44
Worst Rolling Year
0.05%
7.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.08 Cr
Deepest Drawdown
−11.50%
−25.65%
Recovery Period
80 days
520 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 38% · M 4% · S 49%
Number of Stocks
33
24
Portfolio P/E
25.96
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%