Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Valentis Advisors - Rising Star
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%
1.72%
6 Months
2.80%
21.92%
1 Year
4.89%
13.71%
3 Years
12.23%
12.32%
5 Years
10.64%
14.28%
Since Inception
8.93%
17.32%
Fund Age
12 yrs
10 yrs
AUM
₹134.76 Cr
₹1,140.87 Cr
Alpha – 1 Year
−1.08%
10.73%
Alpha – 3 Years
1.34%
0.43%
Information Ratio – 3 Years
0.07
0.05
Volatility – 1 Year
10.79%
27.06%
Volatility – 3 Years
9.62%
23.47%
Beta – 1 Year
1.04
1.37
Beta – 3 Years
1.10
1.21
Sharpe Ratio – 1 Year
-0.01
0.39
Sharpe Ratio – 3 Years
0.69
0.38
Worst Rolling Year
0.05%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−11.50%
—
Recovery Period
80 days
—
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%
—
Number of Stocks
33
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%