Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
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
0.83%
4.29%
6 Months
10.15%
2.17%
1 Year
12.93%
7.07%
3 Years
12.10%
15.12%
5 Years
10.60%
—
Since Inception
13.10%
19.80%
Fund Age
10 yrs 8 mo
7 yrs 3 mo
AUM
₹49.28 Cr
₹7.19 Cr
Alpha – 1 Year
8.21%
7.50%
Alpha – 3 Years
0.00%
6.56%
Information Ratio – 3 Years
0.10
1.22
Volatility – 1 Year
16.76%
19.38%
Volatility – 3 Years
17.14%
16.31%
Beta – 1 Year
0.93
1.18
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.49
0.17
Sharpe Ratio – 3 Years
0.45
0.62
Worst Rolling Year
-3.09%
14.31%
Value at Worst Rolling Year
₹0.97 Cr
₹1.14 Cr
Deepest Drawdown
−23.63%
−17.66%
Recovery Period
549 days
308 days
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 73% · M 25%
Number of Stocks
82
100
Portfolio P/E
—
27.01
Top 5 Holdings
Hitachi Energy India Ltd · 4.44%
TVS Motor Company Ltd · 4.17%
Apollo Hospitals Enterprise Ltd · 3.97%
Hindalco Industries Ltd · 3.96%
Polycab India Ltd · 3.91%
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 · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
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% / –