Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
4.29%
6 Months
9.28%
2.17%
1 Year
4.13%
7.07%
3 Years
7.71%
15.12%
5 Years
8.27%
—
Since Inception
11.49%
19.80%
Fund Age
8 yrs 5 mo
7 yrs 3 mo
AUM
₹123.55 Cr
₹7.19 Cr
Alpha – 1 Year
−0.59%
7.50%
Alpha – 3 Years
−4.38%
6.56%
Information Ratio – 3 Years
-0.33
1.22
Volatility – 1 Year
21.50%
19.38%
Volatility – 3 Years
16.95%
16.31%
Beta – 1 Year
1.12
1.18
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
-0.02
0.17
Sharpe Ratio – 3 Years
0.26
0.62
Worst Rolling Year
7.04%
14.31%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−24.41%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 73% · M 25%
Number of Stocks
20
100
Portfolio P/E
49.58
27.01
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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% / –