Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
4.29%
6 Months
3.75%
2.17%
1 Year
−5.76%
7.07%
3 Years
3.98%
15.12%
5 Years
6.05%
—
Since Inception
9.94%
19.80%
Fund Age
7 yrs 9 mo
7 yrs 3 mo
AUM
₹45.09 Cr
₹7.19 Cr
Alpha – 1 Year
−8.74%
7.50%
Alpha – 3 Years
−7.91%
6.56%
Information Ratio – 3 Years
-1.11
1.22
Volatility – 1 Year
21.69%
19.38%
Volatility – 3 Years
18.00%
16.31%
Beta – 1 Year
1.21
1.18
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.42
0.17
Sharpe Ratio – 3 Years
0.01
0.62
Worst Rolling Year
3.08%
14.31%
Value at Worst Rolling Year
₹1.03 Cr
₹1.14 Cr
Deepest Drawdown
−29.01%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 73% · M 25%
Number of Stocks
43
100
Portfolio P/E
—
27.01
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
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
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –