Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
5.72%
6 Months
11.49%
23.48%
1 Year
3.89%
38.68%
3 Years
8.19%
26.01%
5 Years
11.02%
16.58%
Since Inception
10.97%
18.98%
Fund Age
13 yrs 8 mo
16 yrs 6 mo
AUM
₹360.51 Cr
₹1,885.18 Cr
Alpha – 1 Year
0.91%
33.96%
Alpha – 3 Years
−3.69%
13.92%
Information Ratio – 3 Years
-0.18
1.27
Volatility – 1 Year
23.04%
28.06%
Volatility – 3 Years
19.34%
20.41%
Beta – 1 Year
1.26
1.39
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
0.04
1.12
Sharpe Ratio – 3 Years
0.30
1.06
Worst Rolling Year
-8.10%
-4.06%
Value at Worst Rolling Year
₹0.92 Cr
₹0.96 Cr
Deepest Drawdown
−30.43%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
95.59%
98.28%
Median Rolling Year
11.30%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 38% · M 28% · S 33%
L 40% · M 32% · S 24%
Number of Stocks
29
28
Portfolio P/E
37.17
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%