Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
4.29%
6 Months
11.91%
2.17%
1 Year
10.06%
7.07%
3 Years
13.81%
15.12%
5 Years
13.88%
—
Since Inception
20.20%
19.80%
Fund Age
15 yrs 1 mo
7 yrs 3 mo
AUM
₹980.13 Cr
₹7.19 Cr
Alpha – 1 Year
5.36%
7.50%
Alpha – 3 Years
1.71%
6.56%
Information Ratio – 3 Years
0.21
1.22
Volatility – 1 Year
18.76%
19.38%
Volatility – 3 Years
19.39%
16.31%
Beta – 1 Year
0.98
1.18
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.32
0.17
Sharpe Ratio – 3 Years
0.49
0.62
Worst Rolling Year
-23.74%
14.31%
Value at Worst Rolling Year
₹0.76 Cr
₹1.14 Cr
Deepest Drawdown
−24.32%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
84.14%
100.00%
Median Rolling Year
24.84%
16.29%
5-Year Rolling Windows Positive
95.08%
—
Market-Cap Mix
L 9% · M 13% · S 73%
L 73% · M 25%
Number of Stocks
20
100
Portfolio P/E
22.60
27.01
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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)
0% / 0% / 0%
2% / 1% / –