Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
4.41%
6 Months
−2.07%
0.07%
1 Year
−0.17%
4.08%
3 Years
9.32%
6.47%
5 Years
7.90%
—
Since Inception
11.39%
11.08%
Fund Age
7 yrs 6 mo
6 yrs 6 mo
AUM
₹2.61 Cr
₹1.91 Cr
Alpha – 1 Year
0.18%
4.51%
Alpha – 3 Years
0.32%
−2.09%
Information Ratio – 3 Years
0.24
-0.44
Volatility – 1 Year
16.91%
16.64%
Volatility – 3 Years
14.31%
14.35%
Beta – 1 Year
1.05
0.98
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
-0.24
-0.01
Sharpe Ratio – 3 Years
0.31
0.13
Worst Rolling Year
7.30%
5.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
−17.23%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 90% · M 7%
Number of Stocks
26
50
Portfolio P/E
24.76
26.76
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –