Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.89%
4.29%
6 Months
26.09%
2.17%
1 Year
14.74%
7.07%
3 Years
18.63%
15.12%
5 Years
29.18%
—
Since Inception
45.31%
19.80%
Fund Age
7 yrs 1 mo
7 yrs 3 mo
AUM
₹1,025.6 Cr
₹7.19 Cr
Alpha – 1 Year
10.02%
7.50%
Alpha – 3 Years
6.54%
6.56%
Information Ratio – 3 Years
0.41
1.22
Volatility – 1 Year
29.04%
19.38%
Volatility – 3 Years
23.98%
16.31%
Beta – 1 Year
1.50
1.18
Beta – 3 Years
1.19
1.13
Sharpe Ratio – 1 Year
0.42
0.17
Sharpe Ratio – 3 Years
0.61
0.62
Worst Rolling Year
17.65%
14.31%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−31.35%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
48.53%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 73% · M 25%
Number of Stocks
182
100
Portfolio P/E
16.18
27.01
Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –