Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
ValPro Alpha A
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%
0.73%
6 Months
2.80%
20.81%
1 Year
4.89%
18.30%
3 Years
12.23%
17.96%
5 Years
10.64%
12.95%
Since Inception
8.93%
15.75%
Fund Age
12 yrs
5 yrs 4 mo
AUM
₹134.76 Cr
₹193.44 Cr
Alpha – 1 Year
−1.08%
19.72%
Alpha – 3 Years
1.34%
10.22%
Information Ratio – 3 Years
0.07
1.02
Volatility – 1 Year
10.79%
26.31%
Volatility – 3 Years
9.62%
19.93%
Beta – 1 Year
1.04
1.42
Beta – 3 Years
1.10
1.19
Sharpe Ratio – 1 Year
-0.01
0.55
Sharpe Ratio – 3 Years
0.69
0.67
Worst Rolling Year
0.05%
8.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−11.50%
−19.69%
Recovery Period
80 days
37 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 31% · M 8% · S 35%
Number of Stocks
33
112
Portfolio P/E
25.96
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%