Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Valtrust Momentum
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%
4.78%
6 Months
2.80%
15.08%
1 Year
4.89%
13.63%
3 Years
12.23%
16.91%
5 Years
10.64%
—
Since Inception
8.93%
23.12%
Fund Age
12 yrs
3 yrs 7 mo
AUM
₹134.76 Cr
₹78.91 Cr
Alpha – 1 Year
−1.08%
8.91%
Alpha – 3 Years
1.34%
4.82%
Information Ratio – 3 Years
0.07
0.40
Volatility – 1 Year
10.79%
20.25%
Volatility – 3 Years
9.62%
21.43%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.10
1.18
Sharpe Ratio – 1 Year
-0.01
0.47
Sharpe Ratio – 3 Years
0.69
0.59
Worst Rolling Year
0.05%
15.66%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−11.50%
−29.56%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 15% · M 30% · S 55%
Number of Stocks
33
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%