Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
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
5.38%
4.41%
6 Months
7.13%
0.07%
1 Year
11.04%
4.08%
3 Years
7.66%
6.47%
5 Years
8.70%
—
Since Inception
14.13%
11.08%
Fund Age
6 yrs 10 mo
6 yrs 6 mo
AUM
₹3.45 Cr
₹1.91 Cr
Alpha – 1 Year
8.06%
4.51%
Alpha – 3 Years
−4.24%
−2.09%
Information Ratio – 3 Years
-0.53
-0.44
Volatility – 1 Year
15.44%
16.64%
Volatility – 3 Years
15.96%
14.35%
Beta – 1 Year
0.84
0.98
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.40
-0.01
Sharpe Ratio – 3 Years
0.20
0.13
Worst Rolling Year
3.12%
5.64%
Value at Worst Rolling Year
₹1.03 Cr
₹1.06 Cr
Deepest Drawdown
−27.30%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 36%
L 90% · M 7%
Number of Stocks
23
50
Portfolio P/E
34.11
26.76
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
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 · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –