Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.41%
6 Months
−5.56%
0.07%
1 Year
34.70%
4.08%
3 Years
27.41%
6.47%
5 Years
32.51%
—
Since Inception
32.15%
11.08%
Fund Age
13 yrs 6 mo
6 yrs 6 mo
AUM
₹2,318.72 Cr
₹1.91 Cr
Alpha – 1 Year
35.05%
4.51%
Alpha – 3 Years
18.41%
−2.09%
Information Ratio – 3 Years
1.03
-0.44
Volatility – 1 Year
21.67%
16.64%
Volatility – 3 Years
15.53%
14.35%
Beta – 1 Year
0.28
0.98
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.24
-0.01
Sharpe Ratio – 3 Years
1.31
0.13
Worst Rolling Year
-17.36%
5.64%
Value at Worst Rolling Year
₹0.83 Cr
₹1.06 Cr
Deepest Drawdown
−21.72%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 90% · M 7%
Number of Stocks
9
50
Portfolio P/E
14.68
26.76
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%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –