Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
ValueQuest - Platinum
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%
2.62%
6 Months
2.80%
20.31%
1 Year
4.89%
5.50%
3 Years
12.23%
14.22%
5 Years
10.64%
16.13%
Since Inception
8.93%
18.70%
Fund Age
12 yrs
9 yrs 8 mo
AUM
₹134.76 Cr
₹3,491.64 Cr
Alpha – 1 Year
−1.08%
2.52%
Alpha – 3 Years
1.34%
2.33%
Information Ratio – 3 Years
0.07
0.19
Volatility – 1 Year
10.79%
25.24%
Volatility – 3 Years
9.62%
21.26%
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.10
1.17
Sharpe Ratio – 1 Year
-0.01
0.11
Sharpe Ratio – 3 Years
0.69
0.48
Worst Rolling Year
0.05%
-9.34%
Value at Worst Rolling Year
₹1.00 Cr
₹0.91 Cr
Deepest Drawdown
−11.50%
−6.25%
Recovery Period
80 days
13 days
1-Year Rolling Windows Positive
99.79%
93.29%
Median Rolling Year
10.94%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%