Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.80%
−0.67%
6 Months
2.80%
−7.55%
1 Year
4.89%
0.34%
3 Years
12.23%
—
5 Years
10.64%
—
Since Inception
8.93%
12.70%
Fund Age
12 yrs
2 yrs 3 mo
AUM
₹134.76 Cr
₹7.52 Cr
Alpha – 1 Year
−1.08%
−2.64%
Alpha – 3 Years
1.34%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
10.79%
8.98%
Volatility – 3 Years
9.62%
—
Beta – 1 Year
1.04
0.39
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.01
-0.50
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
0.05%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−11.50%
−10.25%
Recovery Period
80 days
Not yet recovered
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%
L 71% · M 18% · S 10%
Number of Stocks
33
10
Portfolio P/E
25.96
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—