Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
4.41%
6 Months
8.20%
0.07%
1 Year
10.87%
4.08%
3 Years
16.09%
6.47%
5 Years
14.49%
—
Since Inception
9.93%
11.08%
Fund Age
8 yrs 9 mo
6 yrs 6 mo
AUM
₹64.23 Cr
₹1.91 Cr
Alpha – 1 Year
7.11%
4.51%
Alpha – 3 Years
5.20%
−2.09%
Information Ratio – 3 Years
0.63
-0.44
Volatility – 1 Year
21.13%
16.64%
Volatility – 3 Years
19.82%
14.35%
Beta – 1 Year
1.16
0.98
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.35
-0.01
Sharpe Ratio – 3 Years
0.59
0.13
Worst Rolling Year
-6.69%
5.64%
Value at Worst Rolling Year
₹0.93 Cr
₹1.06 Cr
Deepest Drawdown
−22.93%
−18.42%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 25% · S 42%
L 90% · M 7%
Number of Stocks
42
50
Portfolio P/E
23.92
26.76
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%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
2% / 1% / –