Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
2.80%
8.56%
1 Year
4.89%
5.56%
3 Years
12.23%
8.84%
5 Years
10.64%
—
Since Inception
8.93%
10.12%
Fund Age
12 yrs
3 yrs 2 mo
AUM
₹134.76 Cr
₹45.94 Cr
Alpha – 1 Year
−1.08%
5.91%
Alpha – 3 Years
1.34%
−0.16%
Information Ratio – 3 Years
0.07
0.15
Volatility – 1 Year
10.79%
23.84%
Volatility – 3 Years
9.62%
20.02%
Beta – 1 Year
1.04
1.25
Beta – 3 Years
1.10
1.03
Sharpe Ratio – 1 Year
-0.01
0.12
Sharpe Ratio – 3 Years
0.69
0.26
Worst Rolling Year
0.05%
7.39%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−11.50%
−26.84%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
9.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
—
Number of Stocks
33
14
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%
—
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%