Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.29%
6 Months
−5.56%
2.17%
1 Year
34.70%
7.07%
3 Years
27.41%
15.12%
5 Years
32.51%
—
Since Inception
32.15%
19.80%
Fund Age
13 yrs 6 mo
7 yrs 3 mo
AUM
₹2,318.72 Cr
₹7.19 Cr
Alpha – 1 Year
35.05%
7.50%
Alpha – 3 Years
18.41%
6.56%
Information Ratio – 3 Years
1.03
1.22
Volatility – 1 Year
21.67%
19.38%
Volatility – 3 Years
15.53%
16.31%
Beta – 1 Year
0.28
1.18
Beta – 3 Years
0.35
1.13
Sharpe Ratio – 1 Year
1.24
0.17
Sharpe Ratio – 3 Years
1.31
0.62
Worst Rolling Year
-17.36%
14.31%
Value at Worst Rolling Year
₹0.83 Cr
₹1.14 Cr
Deepest Drawdown
−21.72%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 73% · M 25%
Number of Stocks
9
100
Portfolio P/E
14.68
27.01
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –