Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.41%
6 Months
10.76%
0.07%
1 Year
8.14%
4.08%
3 Years
7.76%
6.47%
5 Years
10.03%
—
Since Inception
11.69%
11.08%
Fund Age
6 yrs 8 mo
6 yrs 6 mo
AUM
₹87.23 Cr
₹1.91 Cr
Alpha – 1 Year
8.57%
4.51%
Alpha – 3 Years
−0.81%
−2.09%
Information Ratio – 3 Years
0.02
-0.44
Volatility – 1 Year
23.09%
16.64%
Volatility – 3 Years
18.26%
14.35%
Beta – 1 Year
1.29
0.98
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.21
-0.01
Sharpe Ratio – 3 Years
0.22
0.13
Worst Rolling Year
6.59%
5.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
−25.42%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 90% · M 7%
Number of Stocks
41
50
Portfolio P/E
25.23
26.76
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%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 1% / –