Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
4.29%
6 Months
8.20%
2.17%
1 Year
10.87%
7.07%
3 Years
16.09%
15.12%
5 Years
14.49%
—
Since Inception
9.93%
19.80%
Fund Age
8 yrs 9 mo
7 yrs 3 mo
AUM
₹64.23 Cr
₹7.19 Cr
Alpha – 1 Year
7.11%
7.50%
Alpha – 3 Years
5.20%
6.56%
Information Ratio – 3 Years
0.63
1.22
Volatility – 1 Year
21.13%
19.38%
Volatility – 3 Years
19.82%
16.31%
Beta – 1 Year
1.16
1.18
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.35
0.17
Sharpe Ratio – 3 Years
0.59
0.62
Worst Rolling Year
-6.69%
14.31%
Value at Worst Rolling Year
₹0.93 Cr
₹1.14 Cr
Deepest Drawdown
−22.93%
−17.66%
Recovery Period
496 days
308 days
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 25% · S 42%
L 73% · M 25%
Number of Stocks
42
100
Portfolio P/E
23.92
27.01
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
2% / 1% / –