Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Sundaram Alternate - SISOP
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%
5.72%
6 Months
2.80%
23.48%
1 Year
4.89%
38.68%
3 Years
12.23%
26.01%
5 Years
10.64%
16.58%
Since Inception
8.93%
18.98%
Fund Age
12 yrs
16 yrs 6 mo
AUM
₹134.76 Cr
₹1,885.18 Cr
Alpha – 1 Year
−1.08%
33.96%
Alpha – 3 Years
1.34%
13.92%
Information Ratio – 3 Years
0.07
1.27
Volatility – 1 Year
10.79%
28.06%
Volatility – 3 Years
9.62%
20.41%
Beta – 1 Year
1.04
1.39
Beta – 3 Years
1.10
1.06
Sharpe Ratio – 1 Year
-0.01
1.12
Sharpe Ratio – 3 Years
0.69
1.06
Worst Rolling Year
0.05%
-4.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.96 Cr
Deepest Drawdown
−11.50%
−18.24%
Recovery Period
80 days
60 days
1-Year Rolling Windows Positive
99.79%
98.28%
Median Rolling Year
10.94%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 50% · M 11% · S 8%
L 40% · M 32% · S 24%
Number of Stocks
33
28
Portfolio P/E
25.96
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%