Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Solidarity Advisors - Prudence
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%
8.45%
6 Months
2.80%
29.49%
1 Year
4.89%
37.09%
3 Years
12.23%
18.49%
5 Years
10.64%
12.39%
Since Inception
8.93%
18.64%
Fund Age
12 yrs
10 yrs 3 mo
AUM
₹134.76 Cr
₹1,760.35 Cr
Alpha – 1 Year
−1.08%
32.37%
Alpha – 3 Years
1.34%
6.40%
Information Ratio – 3 Years
0.07
0.52
Volatility – 1 Year
10.79%
25.02%
Volatility – 3 Years
9.62%
18.27%
Beta – 1 Year
1.04
1.22
Beta – 3 Years
1.10
0.89
Sharpe Ratio – 1 Year
-0.01
1.18
Sharpe Ratio – 3 Years
0.69
0.74
Worst Rolling Year
0.05%
-0.28%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−11.50%
−13.15%
Recovery Period
80 days
44 days
1-Year Rolling Windows Positive
99.79%
99.89%
Median Rolling Year
10.94%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 11% · S 71%
Number of Stocks
33
13
Portfolio P/E
25.96
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%