Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
3.29%
6 Months
2.80%
14.68%
1 Year
4.89%
11.65%
3 Years
12.23%
7.09%
5 Years
10.64%
8.41%
Since Inception
8.93%
10.45%
Fund Age
12 yrs
10 yrs 5 mo
AUM
₹134.76 Cr
₹24.48 Cr
Alpha – 1 Year
−1.08%
12.00%
Alpha – 3 Years
1.34%
−1.90%
Information Ratio – 3 Years
0.07
-0.12
Volatility – 1 Year
10.79%
20.48%
Volatility – 3 Years
9.62%
16.32%
Beta – 1 Year
1.04
1.11
Beta – 3 Years
1.10
1.00
Sharpe Ratio – 1 Year
-0.01
0.36
Sharpe Ratio – 3 Years
0.69
0.15
Worst Rolling Year
0.05%
-5.06%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−11.50%
−24.00%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
92.00%
Median Rolling Year
10.94%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 41% · M 5% · S 35%
Number of Stocks
33
31
Portfolio P/E
25.96
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –