Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.11%
6 Months
−5.38%
4.12%
1 Year
−6.70%
−0.25%
3 Years
7.98%
10.95%
5 Years
—
10.56%
Since Inception
7.98%
10.62%
Fund Age
2 yrs 11 mo
13 yrs 8 mo
AUM
₹7.31 Cr
₹41.22 Cr
Alpha – 1 Year
−6.35%
0.18%
Alpha – 3 Years
−1.02%
2.39%
Information Ratio – 3 Years
-0.08
0.52
Volatility – 1 Year
17.44%
20.61%
Volatility – 3 Years
15.65%
17.57%
Beta – 1 Year
1.08
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
-0.61
-0.18
Sharpe Ratio – 3 Years
0.22
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−21.15%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 61% · M 26% · S 9%
L 70% · M 29%
Number of Stocks
66
25
Portfolio P/E
27.03
36.71
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%