Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
2.80%
15.01%
1 Year
4.89%
17.96%
3 Years
12.23%
17.24%
5 Years
10.64%
—
Since Inception
8.93%
18.03%
Fund Age
12 yrs
3 yrs 4 mo
AUM
₹134.76 Cr
₹146.81 Cr
Alpha – 1 Year
−1.08%
14.98%
Alpha – 3 Years
1.34%
5.35%
Information Ratio – 3 Years
0.07
0.78
Volatility – 1 Year
10.79%
19.01%
Volatility – 3 Years
9.62%
16.70%
Beta – 1 Year
1.04
1.02
Beta – 3 Years
1.10
0.99
Sharpe Ratio – 1 Year
-0.01
0.68
Sharpe Ratio – 3 Years
0.69
0.72
Worst Rolling Year
0.05%
17.01%
Value at Worst Rolling Year
₹1.00 Cr
₹1.17 Cr
Deepest Drawdown
−11.50%
−19.00%
Recovery Period
80 days
122 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
17.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
—
Number of Stocks
33
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
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% / – / –
1% / 0% / 0%