Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
7.03%
6 Months
11.46%
31.10%
1 Year
8.21%
52.47%
3 Years
12.09%
17.74%
5 Years
11.81%
16.38%
Since Inception
13.34%
15.58%
Fund Age
5 yrs 3 mo
16 yrs 9 mo
AUM
₹34.29 Cr
₹132.42 Cr
Alpha – 1 Year
5.23%
47.75%
Alpha – 3 Years
0.21%
5.65%
Information Ratio – 3 Years
0.17
0.46
Volatility – 1 Year
24.84%
26.74%
Volatility – 3 Years
21.42%
21.32%
Beta – 1 Year
1.25
1.30
Beta – 3 Years
1.08
0.97
Sharpe Ratio – 1 Year
0.21
1.52
Sharpe Ratio – 3 Years
0.49
0.68
Worst Rolling Year
7.11%
-15.93%
Value at Worst Rolling Year
₹1.07 Cr
₹0.84 Cr
Deepest Drawdown
−34.77%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
18.26%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 5% · M 7% · S 69%
M 9% · S 83%
Number of Stocks
37
26
Portfolio P/E
52.15
31.63
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
1% / 0% / 0%