Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
4.41%
6 Months
3.75%
0.07%
1 Year
−5.76%
4.08%
3 Years
3.98%
6.47%
5 Years
6.05%
—
Since Inception
9.94%
11.08%
Fund Age
7 yrs 9 mo
6 yrs 6 mo
AUM
₹45.09 Cr
₹1.91 Cr
Alpha – 1 Year
−8.74%
4.51%
Alpha – 3 Years
−7.91%
−2.09%
Information Ratio – 3 Years
-1.11
-0.44
Volatility – 1 Year
21.69%
16.64%
Volatility – 3 Years
18.00%
14.35%
Beta – 1 Year
1.21
0.98
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
-0.42
-0.01
Sharpe Ratio – 3 Years
0.01
0.13
Worst Rolling Year
3.08%
5.64%
Value at Worst Rolling Year
₹1.03 Cr
₹1.06 Cr
Deepest Drawdown
−29.01%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 90% · M 7%
Number of Stocks
43
50
Portfolio P/E
—
26.76
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%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
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
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –