Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Systamatix - Dynamic Investment
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%
7.60%
6 Months
2.80%
26.61%
1 Year
4.89%
33.69%
3 Years
12.23%
25.74%
5 Years
10.64%
21.83%
Since Inception
8.93%
—
Fund Age
12 yrs
8 yrs 4 mo
AUM
₹134.76 Cr
₹158.52 Cr
Alpha – 1 Year
−1.08%
29.93%
Alpha – 3 Years
1.34%
14.85%
Information Ratio – 3 Years
0.07
1.52
Volatility – 1 Year
10.79%
19.82%
Volatility – 3 Years
9.62%
19.44%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
1.10
1.06
Sharpe Ratio – 1 Year
-0.01
1.29
Sharpe Ratio – 3 Years
0.69
1.16
Worst Rolling Year
0.05%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−11.50%
—
Recovery Period
80 days
—
1-Year Rolling Windows Positive
99.79%
—
Median Rolling Year
10.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 31% · M 28% · S 38%
Number of Stocks
33
20
Portfolio P/E
25.96
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 0% / 0%