Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
2.80%
24.02%
1 Year
4.89%
36.06%
3 Years
12.23%
24.43%
5 Years
10.64%
16.10%
Since Inception
8.93%
15.98%
Fund Age
12 yrs
14 yrs 10 mo
AUM
₹134.76 Cr
₹214.08 Cr
Alpha – 1 Year
−1.08%
31.34%
Alpha – 3 Years
1.34%
12.34%
Information Ratio – 3 Years
0.07
1.07
Volatility – 1 Year
10.79%
26.85%
Volatility – 3 Years
9.62%
19.70%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.10
1.03
Sharpe Ratio – 1 Year
-0.01
1.08
Sharpe Ratio – 3 Years
0.69
0.96
Worst Rolling Year
0.05%
-9.81%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−11.50%
−18.65%
Recovery Period
80 days
63 days
1-Year Rolling Windows Positive
99.79%
90.43%
Median Rolling Year
10.94%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 40% · M 33% · S 24%
Number of Stocks
33
31
Portfolio P/E
25.96
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%