Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.80%
4.64%
6 Months
2.80%
20.32%
1 Year
4.89%
29.93%
3 Years
12.23%
—
5 Years
10.64%
—
Since Inception
8.93%
15.24%
Fund Age
12 yrs
1 yr 9 mo
AUM
₹134.76 Cr
₹3.17 Cr
Alpha – 1 Year
−1.08%
25.21%
Alpha – 3 Years
1.34%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
10.79%
24.54%
Volatility – 3 Years
9.62%
—
Beta – 1 Year
1.04
1.19
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.01
0.97
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
0.05%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−11.50%
−12.48%
Recovery Period
80 days
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
33
36
Portfolio P/E
25.96
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –