Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Sundaram Alternate - SELF
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
−0.19%
7.67%
6 Months
11.46%
27.70%
1 Year
8.21%
47.52%
3 Years
12.09%
23.98%
5 Years
11.81%
15.87%
Since Inception
13.34%
18.55%
Fund Age
5 yrs 3 mo
16 yrs 2 mo
AUM
₹34.29 Cr
₹1,022.92 Cr
Alpha – 1 Year
5.23%
42.80%
Alpha – 3 Years
0.21%
11.89%
Information Ratio – 3 Years
0.17
1.12
Volatility – 1 Year
24.84%
28.29%
Volatility – 3 Years
21.42%
20.76%
Beta – 1 Year
1.25
1.36
Beta – 3 Years
1.08
1.07
Sharpe Ratio – 1 Year
0.21
1.33
Sharpe Ratio – 3 Years
0.49
0.99
Worst Rolling Year
7.11%
-4.58%
Value at Worst Rolling Year
₹1.07 Cr
₹0.95 Cr
Deepest Drawdown
−34.77%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
18.26%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 22% · M 32% · S 42%
Number of Stocks
37
26
Portfolio P/E
52.15
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%