Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.89%
4.41%
6 Months
6.49%
0.07%
1 Year
7.74%
4.08%
3 Years
—
6.47%
5 Years
—
—
Since Inception
3.50%
11.08%
Fund Age
18 mo
6 yrs 6 mo
AUM
₹90.44 Cr
₹1.91 Cr
Alpha – 1 Year
8.09%
4.51%
Alpha – 3 Years
—
−2.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
16.04%
16.64%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
0.97
0.98
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.21
-0.01
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
5.64%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−13.86%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 23% · S 27%
L 90% · M 7%
Number of Stocks
110
50
Portfolio P/E
36.94
26.76
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
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 · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –