Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
4.41%
6 Months
10.86%
0.07%
1 Year
−4.49%
4.08%
3 Years
22.00%
6.47%
5 Years
21.09%
—
Since Inception
7.35%
11.08%
Fund Age
8 yrs 9 mo
6 yrs 6 mo
AUM
₹1,454.75 Cr
₹1.91 Cr
Alpha – 1 Year
−7.47%
4.51%
Alpha – 3 Years
10.11%
−2.09%
Information Ratio – 3 Years
0.32
-0.44
Volatility – 1 Year
31.30%
16.64%
Volatility – 3 Years
27.30%
14.35%
Beta – 1 Year
1.42
0.98
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
-0.01
Sharpe Ratio – 3 Years
0.66
0.13
Worst Rolling Year
-30.88%
5.64%
Value at Worst Rolling Year
₹0.69 Cr
₹1.06 Cr
Deepest Drawdown
−34.06%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
7.94%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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 · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –