Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
ValueQuest - Growth
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%
1.42%
6 Months
2.80%
31.94%
1 Year
4.89%
21.84%
3 Years
12.23%
17.21%
5 Years
10.64%
16.75%
Since Inception
8.93%
18.18%
Fund Age
12 yrs
13 yrs 5 mo
AUM
₹134.76 Cr
₹2,035.08 Cr
Alpha – 1 Year
−1.08%
18.86%
Alpha – 3 Years
1.34%
5.32%
Information Ratio – 3 Years
0.07
0.50
Volatility – 1 Year
10.79%
24.29%
Volatility – 3 Years
9.62%
19.24%
Beta – 1 Year
1.04
1.15
Beta – 3 Years
1.10
1.04
Sharpe Ratio – 1 Year
-0.01
0.70
Sharpe Ratio – 3 Years
0.69
0.65
Worst Rolling Year
0.05%
-15.08%
Value at Worst Rolling Year
₹1.00 Cr
₹0.85 Cr
Deepest Drawdown
−11.50%
−8.16%
Recovery Period
80 days
15 days
1-Year Rolling Windows Positive
99.79%
82.66%
Median Rolling Year
10.94%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 50% · M 11% · S 8%
L 23% · M 1% · S 69%
Number of Stocks
33
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%