Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
ASK-IVP
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
4.41%
6 Months
−1.55%
0.07%
1 Year
2.26%
4.08%
3 Years
3.37%
6.47%
5 Years
4.66%
—
Since Inception
9.07%
11.08%
Fund Age
6 yrs 8 mo
6 yrs 6 mo
AUM
₹55.15 Cr
₹1.91 Cr
Alpha – 1 Year
−0.72%
4.51%
Alpha – 3 Years
−8.51%
−2.09%
Information Ratio – 3 Years
-1.16
-0.44
Volatility – 1 Year
17.30%
16.64%
Volatility – 3 Years
16.20%
14.35%
Beta – 1 Year
0.96
0.98
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.10
-0.01
Sharpe Ratio – 3 Years
-0.05
0.13
Worst Rolling Year
0.65%
5.64%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−23.57%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 90% · M 7%
Number of Stocks
26
50
Portfolio P/E
31.94
26.76
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –