Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.29%
6 Months
10.76%
2.17%
1 Year
8.14%
7.07%
3 Years
7.76%
15.12%
5 Years
10.03%
—
Since Inception
11.69%
19.80%
Fund Age
6 yrs 8 mo
7 yrs 3 mo
AUM
₹87.23 Cr
₹7.19 Cr
Alpha – 1 Year
8.57%
7.50%
Alpha – 3 Years
−0.81%
6.56%
Information Ratio – 3 Years
0.02
1.22
Volatility – 1 Year
23.09%
19.38%
Volatility – 3 Years
18.26%
16.31%
Beta – 1 Year
1.29
1.18
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.21
0.17
Sharpe Ratio – 3 Years
0.22
0.62
Worst Rolling Year
6.59%
14.31%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−25.42%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 73% · M 25%
Number of Stocks
41
100
Portfolio P/E
25.23
27.01
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 1% / –