Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.50%
4.41%
6 Months
10.26%
0.07%
1 Year
20.10%
4.08%
3 Years
—
6.47%
5 Years
—
—
Since Inception
21.53%
11.08%
Fund Age
18 mo
6 yrs 6 mo
AUM
₹79.16 Cr
₹1.91 Cr
Alpha – 1 Year
17.12%
4.51%
Alpha – 3 Years
—
−2.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
19.38%
16.64%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
0.85
0.98
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.76
-0.01
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
5.64%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−14.77%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 90% · M 7%
Number of Stocks
66
50
Portfolio P/E
52.54
26.76
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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% / –