Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
4.41%
6 Months
0.50%
0.07%
1 Year
6.34%
4.08%
3 Years
19.74%
6.47%
5 Years
16.62%
—
Since Inception
20.10%
11.08%
Fund Age
6 yrs 1 mo
6 yrs 6 mo
AUM
₹56.91 Cr
₹1.91 Cr
Alpha – 1 Year
1.64%
4.51%
Alpha – 3 Years
7.64%
−2.09%
Information Ratio – 3 Years
0.90
-0.44
Volatility – 1 Year
16.52%
16.64%
Volatility – 3 Years
17.18%
14.35%
Beta – 1 Year
0.89
0.98
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.14
-0.01
Sharpe Ratio – 3 Years
0.84
0.13
Worst Rolling Year
18.93%
5.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.06 Cr
Deepest Drawdown
−18.72%
−18.42%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 90% · M 7%
Number of Stocks
20
50
Portfolio P/E
27.00
26.76
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –