Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
5.72%
6 Months
4.12%
23.48%
1 Year
−0.25%
38.68%
3 Years
10.95%
26.01%
5 Years
10.56%
16.58%
Since Inception
10.62%
18.98%
Fund Age
13 yrs 8 mo
16 yrs 6 mo
AUM
₹41.22 Cr
₹1,885.18 Cr
Alpha – 1 Year
0.18%
33.96%
Alpha – 3 Years
2.39%
13.92%
Information Ratio – 3 Years
0.52
1.27
Volatility – 1 Year
20.61%
28.06%
Volatility – 3 Years
17.57%
20.41%
Beta – 1 Year
1.24
1.39
Beta – 3 Years
1.19
1.06
Sharpe Ratio – 1 Year
-0.18
1.12
Sharpe Ratio – 3 Years
0.46
1.06
Worst Rolling Year
-10.52%
-4.06%
Value at Worst Rolling Year
₹0.89 Cr
₹0.96 Cr
Deepest Drawdown
−22.41%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
93.48%
98.28%
Median Rolling Year
12.26%
16.41%
5-Year Rolling Windows Positive
99.05%
99.28%
Market-Cap Mix
L 70% · M 29%
L 40% · M 32% · S 24%
Number of Stocks
25
28
Portfolio P/E
36.71
45.86
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%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%