Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.11%
4.29%
6 Months
6.51%
2.17%
1 Year
4.40%
7.07%
3 Years
—
15.12%
5 Years
—
—
Since Inception
5.71%
19.80%
Fund Age
18 mo
7 yrs 3 mo
AUM
₹24.25 Cr
₹7.19 Cr
Alpha – 1 Year
4.75%
7.50%
Alpha – 3 Years
—
6.56%
Information Ratio – 3 Years
—
1.22
Volatility – 1 Year
15.94%
19.38%
Volatility – 3 Years
—
16.31%
Beta – 1 Year
0.93
1.18
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.02
0.17
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
14.31%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.84%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 22% · S 19%
L 73% · M 25%
Number of Stocks
59
100
Portfolio P/E
41.96
27.01
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –