Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
7.67%
6 Months
2.80%
27.70%
1 Year
4.89%
47.52%
3 Years
12.23%
23.98%
5 Years
10.64%
15.87%
Since Inception
8.93%
18.55%
Fund Age
12 yrs
16 yrs 2 mo
AUM
₹134.76 Cr
₹1,022.92 Cr
Alpha – 1 Year
−1.08%
42.80%
Alpha – 3 Years
1.34%
11.89%
Information Ratio – 3 Years
0.07
1.12
Volatility – 1 Year
10.79%
28.29%
Volatility – 3 Years
9.62%
20.76%
Beta – 1 Year
1.04
1.36
Beta – 3 Years
1.10
1.07
Sharpe Ratio – 1 Year
-0.01
1.33
Sharpe Ratio – 3 Years
0.69
0.99
Worst Rolling Year
0.05%
-4.58%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−11.50%
−19.51%
Recovery Period
80 days
115 days
1-Year Rolling Windows Positive
99.79%
97.86%
Median Rolling Year
10.94%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 22% · M 32% · S 42%
Number of Stocks
33
26
Portfolio P/E
25.96
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%