PMS · Multi Asset · Multi Asset
Right Horizons - Alliance
Fund size₹135 Cr
Alpha (3Y)0.61%
3Y return12.23%
Fund age12 yrs
Fund Manager
Growth of₹Cr
Right Horizons Alliance
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Right Horizons Alliance | 2.40% | 4.89% | 4.15% | 12.23% | 10.64% | 8.93% |
| Nifty 500 | −1.07% | 5.97% | 5.04% | 10.89% | 10.24% | 10.66% |
| Excess over benchmark | 3.47% | −1.08% | −0.89% | 1.34% | 0.40% | −1.73% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
9.62%
Benchmark approx 8.06%
A standard deviation reflecting historical swings.
Sensitivity
1.10
Beta vs benchmark 1.00 · 10% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.69
Sharpe
Excess return gained per unit of volatility.
Capture ratio
35 / -92
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −11.50% from its 26 Sep 2024 peak to a 07 Apr 2025 trough, and recovered on 26 Jun 2025 after 80 days.
Max drawdowns
−11.50%
Recovery period
80 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 26 Sep 2024 | 07 Apr 2025 | −11.50% | 193 days | 26 Jun 2025 | 80 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak26 Sep 2024
Trough07 Apr 2025
Depth−11.50%
Fell over193 days
Recovered26 Jun 2025
Recovery took80 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
33
P/E ratio
25.96
P/B ratio
3.72
Dividend yield
0.28%
Avg market cap
₹2.90 L Cr
Median market cap
₹1.60 L Cr
Asset class
Multi Asset
Market cap
Large cap49.94%
Mid cap11.29%
Small cap7.86%
Cash & others30.91%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.00% within 1 year. Lock-in: Nil.
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