Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
4.29%
6 Months
19.31%
2.17%
1 Year
11.21%
7.07%
3 Years
13.34%
15.12%
5 Years
15.02%
—
Since Inception
17.08%
19.80%
Fund Age
5 yrs 4 mo
7 yrs 3 mo
AUM
₹135.65 Cr
₹7.19 Cr
Alpha – 1 Year
6.49%
7.50%
Alpha – 3 Years
1.25%
6.56%
Information Ratio – 3 Years
0.12
1.22
Volatility – 1 Year
20.71%
19.38%
Volatility – 3 Years
17.79%
16.31%
Beta – 1 Year
1.05
1.18
Beta – 3 Years
0.97
1.13
Sharpe Ratio – 1 Year
0.35
0.17
Sharpe Ratio – 3 Years
0.50
0.62
Worst Rolling Year
12.49%
14.31%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−25.10%
−17.66%
Recovery Period
493 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 24% · S 55%
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –