Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
4.29%
6 Months
−7.28%
2.17%
1 Year
1.15%
7.07%
3 Years
9.13%
15.12%
5 Years
7.36%
—
Since Inception
8.07%
19.80%
Fund Age
8 yrs 1 mo
7 yrs 3 mo
AUM
₹172.71 Cr
₹7.19 Cr
Alpha – 1 Year
1.58%
7.50%
Alpha – 3 Years
0.57%
6.56%
Information Ratio – 3 Years
0.09
1.22
Volatility – 1 Year
24.79%
19.38%
Volatility – 3 Years
18.71%
16.31%
Beta – 1 Year
1.50
1.18
Beta – 3 Years
1.16
1.13
Sharpe Ratio – 1 Year
-0.05
0.17
Sharpe Ratio – 3 Years
0.27
0.62
Worst Rolling Year
0.74%
14.31%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−19.52%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 17% · S 30%
L 73% · M 25%
Number of Stocks
23
100
Portfolio P/E
21.42
27.01
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
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)
0% / 0% / 0%
2% / 1% / –