Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
3.93%
6 Months
2.80%
25.32%
1 Year
4.89%
18.21%
3 Years
12.23%
32.70%
5 Years
10.64%
23.63%
Since Inception
8.93%
28.38%
Fund Age
12 yrs
7 yrs 10 mo
AUM
₹134.76 Cr
₹8,686.39 Cr
Alpha – 1 Year
−1.08%
13.49%
Alpha – 3 Years
1.34%
20.61%
Information Ratio – 3 Years
0.07
1.92
Volatility – 1 Year
10.79%
22.97%
Volatility – 3 Years
9.62%
19.40%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.10
0.98
Sharpe Ratio – 1 Year
-0.01
0.61
Sharpe Ratio – 3 Years
0.69
1.30
Worst Rolling Year
0.05%
17.00%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−11.50%
−22.23%
Recovery Period
80 days
227 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 37% · M 30% · S 25%
Number of Stocks
33
43
Portfolio P/E
25.96
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%