Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
ValPro Alpha A
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%
0.73%
6 Months
4.12%
20.81%
1 Year
−0.25%
18.30%
3 Years
10.95%
17.96%
5 Years
10.56%
12.95%
Since Inception
10.62%
15.75%
Fund Age
13 yrs 8 mo
5 yrs 4 mo
AUM
₹41.22 Cr
₹193.44 Cr
Alpha – 1 Year
0.18%
19.72%
Alpha – 3 Years
2.39%
10.22%
Information Ratio – 3 Years
0.52
1.02
Volatility – 1 Year
20.61%
26.31%
Volatility – 3 Years
17.57%
19.93%
Beta – 1 Year
1.24
1.42
Beta – 3 Years
1.19
1.19
Sharpe Ratio – 1 Year
-0.18
0.55
Sharpe Ratio – 3 Years
0.46
0.67
Worst Rolling Year
-10.52%
8.87%
Value at Worst Rolling Year
₹0.89 Cr
₹1.09 Cr
Deepest Drawdown
−22.41%
−19.69%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
16.51%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 31% · M 8% · S 35%
Number of Stocks
25
112
Portfolio P/E
36.71
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%