Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
2.80%
11.30%
1 Year
4.89%
5.88%
3 Years
12.23%
—
5 Years
10.64%
—
Since Inception
8.93%
10.85%
Fund Age
12 yrs
2 yrs 5 mo
AUM
₹134.76 Cr
₹45.96 Cr
Alpha – 1 Year
−1.08%
−0.98%
Alpha – 3 Years
1.34%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
10.79%
21.88%
Volatility – 3 Years
9.62%
—
Beta – 1 Year
1.04
2.00
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.01
0.12
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
0.05%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−11.50%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
33
39
Portfolio P/E
25.96
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1.5% / 1%