Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
0.41%
6 Months
11.49%
20.81%
1 Year
3.89%
15.63%
3 Years
8.19%
13.76%
5 Years
11.02%
—
Since Inception
10.97%
14.77%
Fund Age
13 yrs 8 mo
4 yrs 6 mo
AUM
₹360.51 Cr
₹751.68 Cr
Alpha – 1 Year
0.91%
16.06%
Alpha – 3 Years
−3.69%
5.19%
Information Ratio – 3 Years
-0.18
0.25
Volatility – 1 Year
23.04%
18.90%
Volatility – 3 Years
19.34%
16.75%
Beta – 1 Year
1.26
0.89
Beta – 3 Years
1.17
0.79
Sharpe Ratio – 1 Year
0.04
0.57
Sharpe Ratio – 3 Years
0.30
0.53
Worst Rolling Year
-8.10%
13.60%
Value at Worst Rolling Year
₹0.92 Cr
₹1.14 Cr
Deepest Drawdown
−30.43%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 33%
L 16% · M 11% · S 70%
Number of Stocks
29
—
Portfolio P/E
37.17
—
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%