Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
4.29%
6 Months
7.57%
2.17%
1 Year
24.83%
7.07%
3 Years
11.31%
15.12%
5 Years
11.03%
—
Since Inception
14.72%
19.80%
Fund Age
7 yrs 4 mo
7 yrs 3 mo
AUM
₹2.98 Cr
₹7.19 Cr
Alpha – 1 Year
20.11%
7.50%
Alpha – 3 Years
−0.77%
6.56%
Information Ratio – 3 Years
-0.21
1.22
Volatility – 1 Year
23.09%
19.38%
Volatility – 3 Years
22.29%
16.31%
Beta – 1 Year
1.17
1.18
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.85
0.17
Sharpe Ratio – 3 Years
0.40
0.62
Worst Rolling Year
5.08%
14.31%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−34.65%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 73% · M 25%
Number of Stocks
10
100
Portfolio P/E
24.78
27.01
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –