Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Right Horizons - Alphabots India Largecap 50
Counter Cyclical - Diversified Long Term Value
Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
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
4.89%
4.41%
6 Months
26.09%
0.07%
1 Year
14.74%
4.08%
3 Years
18.63%
6.47%
5 Years
29.18%
—
Since Inception
45.31%
11.08%
Fund Age
7 yrs 1 mo
6 yrs 6 mo
AUM
₹1,025.6 Cr
₹1.91 Cr
Alpha – 1 Year
10.02%
4.51%
Alpha – 3 Years
6.54%
−2.09%
Information Ratio – 3 Years
0.41
-0.44
Volatility – 1 Year
29.04%
16.64%
Volatility – 3 Years
23.98%
14.35%
Beta – 1 Year
1.50
0.98
Beta – 3 Years
1.19
1.00
Sharpe Ratio – 1 Year
0.42
-0.01
Sharpe Ratio – 3 Years
0.61
0.13
Worst Rolling Year
17.65%
5.64%
Value at Worst Rolling Year
₹1.18 Cr
₹1.06 Cr
Deepest Drawdown
−31.35%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
48.53%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 90% · M 7%
Number of Stocks
182
50
Portfolio P/E
16.18
26.76
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%
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
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –