Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
SRE - Shield
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%
−0.37%
6 Months
2.80%
3.64%
1 Year
4.89%
6.24%
3 Years
12.23%
9.36%
5 Years
10.64%
8.05%
Since Inception
8.93%
9.66%
Fund Age
12 yrs
8 yrs 3 mo
AUM
₹134.76 Cr
₹32.8 Cr
Alpha – 1 Year
−1.08%
6.59%
Alpha – 3 Years
1.34%
0.36%
Information Ratio – 3 Years
0.07
0.14
Volatility – 1 Year
10.79%
18.27%
Volatility – 3 Years
9.62%
15.46%
Beta – 1 Year
1.04
1.08
Beta – 3 Years
1.10
1.07
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
0.69
0.34
Worst Rolling Year
0.05%
6.25%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−11.50%
−22.11%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 58% · M 28% · S 8%
Number of Stocks
33
33
Portfolio P/E
25.96
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%