Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
−0.46%
6 Months
2.80%
6.77%
1 Year
4.89%
7.38%
3 Years
12.23%
9.03%
5 Years
10.64%
—
Since Inception
8.93%
10.29%
Fund Age
12 yrs
4 yrs 2 mo
AUM
₹134.76 Cr
₹9.69 Cr
Alpha – 1 Year
−1.08%
7.73%
Alpha – 3 Years
1.34%
0.04%
Information Ratio – 3 Years
0.07
0.09
Volatility – 1 Year
10.79%
17.08%
Volatility – 3 Years
9.62%
16.18%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.10
1.08
Sharpe Ratio – 1 Year
-0.01
0.20
Sharpe Ratio – 3 Years
0.69
0.33
Worst Rolling Year
0.05%
7.39%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−11.50%
−24.88%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 41% · M 53%
Number of Stocks
33
22
Portfolio P/E
25.96
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –