Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
7.03%
6 Months
4.12%
31.10%
1 Year
−0.25%
52.47%
3 Years
10.95%
17.74%
5 Years
10.56%
16.38%
Since Inception
10.62%
15.58%
Fund Age
13 yrs 8 mo
16 yrs 9 mo
AUM
₹41.22 Cr
₹132.42 Cr
Alpha – 1 Year
0.18%
47.75%
Alpha – 3 Years
2.39%
5.65%
Information Ratio – 3 Years
0.52
0.46
Volatility – 1 Year
20.61%
26.74%
Volatility – 3 Years
17.57%
21.32%
Beta – 1 Year
1.24
1.30
Beta – 3 Years
1.19
0.97
Sharpe Ratio – 1 Year
-0.18
1.52
Sharpe Ratio – 3 Years
0.46
0.68
Worst Rolling Year
-10.52%
-15.93%
Value at Worst Rolling Year
₹0.89 Cr
₹0.84 Cr
Deepest Drawdown
−22.41%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
93.48%
89.14%
Median Rolling Year
12.26%
15.32%
5-Year Rolling Windows Positive
99.05%
96.48%
Market-Cap Mix
L 70% · M 29%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
36.71
31.63
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%