Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
2.80%
31.10%
1 Year
4.89%
52.47%
3 Years
12.23%
17.74%
5 Years
10.64%
16.38%
Since Inception
8.93%
15.58%
Fund Age
12 yrs
16 yrs 9 mo
AUM
₹134.76 Cr
₹132.42 Cr
Alpha – 1 Year
−1.08%
47.75%
Alpha – 3 Years
1.34%
5.65%
Information Ratio – 3 Years
0.07
0.46
Volatility – 1 Year
10.79%
26.74%
Volatility – 3 Years
9.62%
21.32%
Beta – 1 Year
1.04
1.30
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
-0.01
1.52
Sharpe Ratio – 3 Years
0.69
0.68
Worst Rolling Year
0.05%
-15.93%
Value at Worst Rolling Year
₹1.00 Cr
₹0.84 Cr
Deepest Drawdown
−11.50%
−20.79%
Recovery Period
80 days
134 days
1-Year Rolling Windows Positive
99.79%
89.14%
Median Rolling Year
10.94%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 50% · M 11% · S 8%
M 9% · S 83%
Number of Stocks
33
26
Portfolio P/E
25.96
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%