Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
8.72%
6 Months
2.80%
28.59%
1 Year
4.89%
28.02%
3 Years
12.23%
18.67%
5 Years
10.64%
17.18%
Since Inception
8.93%
20.03%
Fund Age
12 yrs
5 yrs 4 mo
AUM
₹134.76 Cr
₹221.27 Cr
Alpha – 1 Year
−1.08%
28.37%
Alpha – 3 Years
1.34%
9.68%
Information Ratio – 3 Years
0.07
0.87
Volatility – 1 Year
10.79%
22.32%
Volatility – 3 Years
9.62%
17.88%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
1.10
0.95
Sharpe Ratio – 1 Year
-0.01
0.99
Sharpe Ratio – 3 Years
0.69
0.81
Worst Rolling Year
0.05%
13.69%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−11.50%
−20.50%
Recovery Period
80 days
429 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 19% · M 4% · S 74%
Number of Stocks
33
29
Portfolio P/E
25.96
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –