Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
4.41%
6 Months
7.53%
0.07%
1 Year
10.69%
4.08%
3 Years
9.96%
6.47%
5 Years
10.97%
—
Since Inception
20.53%
11.08%
Fund Age
14 yrs 7 mo
6 yrs 6 mo
AUM
₹132.39 Cr
₹1.91 Cr
Alpha – 1 Year
5.97%
4.51%
Alpha – 3 Years
−2.13%
−2.09%
Information Ratio – 3 Years
-0.28
-0.44
Volatility – 1 Year
20.88%
16.64%
Volatility – 3 Years
19.08%
14.35%
Beta – 1 Year
1.15
0.98
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.34
-0.01
Sharpe Ratio – 3 Years
0.32
0.13
Worst Rolling Year
-4.87%
5.64%
Value at Worst Rolling Year
₹0.95 Cr
₹1.06 Cr
Deepest Drawdown
−22.42%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 90% · M 7%
Number of Stocks
23
50
Portfolio P/E
60.38
26.76
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –