Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Regular Option vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Regular Option
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.11%
4.41%
6 Months
2.05%
0.07%
1 Year
−0.37%
4.08%
3 Years
11.11%
6.47%
5 Years
12.03%
—
Since Inception
14.37%
11.08%
Fund Age
7 yrs 3 mo
6 yrs 6 mo
AUM
₹1,153.97 Cr
₹1.91 Cr
Alpha – 1 Year
−5.09%
4.51%
Alpha – 3 Years
−0.98%
−2.09%
Information Ratio – 3 Years
-0.22
-0.44
Volatility – 1 Year
18.27%
16.64%
Volatility – 3 Years
15.37%
14.35%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.22
-0.01
Sharpe Ratio – 3 Years
0.41
0.13
Worst Rolling Year
10.19%
5.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−18.43%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.55%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 21% · S 29%
L 90% · M 7%
Number of Stocks
25
50
Portfolio P/E
24.35
26.76
Top 5 Holdings
ITC Ltd · 7.50%
HDFC Bank Ltd · 7.25%
Indraprastha Gas Ltd · 5.00%
Asian Paints Ltd · 4.50%
Container Corporation Of India Ltd · 4.50%
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 · 25.00%
Fast Moving Consumer Goods · 11.00%
Automobile and Auto Components · 10.75%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –