Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
True-Equity Factor Quant
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%
1.09%
6 Months
2.80%
3.47%
1 Year
4.89%
−3.80%
3 Years
12.23%
11.26%
5 Years
10.64%
—
Since Inception
8.93%
13.40%
Fund Age
12 yrs
3 yrs 11 mo
AUM
₹134.76 Cr
₹143.29 Cr
Alpha – 1 Year
−1.08%
−6.78%
Alpha – 3 Years
1.34%
−0.63%
Information Ratio – 3 Years
0.07
-0.10
Volatility – 1 Year
10.79%
15.14%
Volatility – 3 Years
9.62%
16.91%
Beta – 1 Year
1.04
0.83
Beta – 3 Years
1.10
0.99
Sharpe Ratio – 1 Year
-0.01
-0.54
Sharpe Ratio – 3 Years
0.69
0.40
Worst Rolling Year
0.05%
11.18%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−11.50%
−27.14%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
17.01%
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%