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FIRST--Aggressive strategy vs Right Horizons - Alphabots India Largecap 50

FIRST--Aggressive strategy

Right Horizons - Alphabots India Largecap 50

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Growth of ₹1 Crore

FIRST--Aggressive strategy

Right Horizons - Alphabots India Largecap 50

Return for the risk

3 yrs return

10%

Right Horizons - Alphabots India Largecap 50

6.5% • vol 14.3%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.88%

4.41%

6 Months

4.66%

0.07%

1 Year

9.49%

4.08%

3 Years

—

6.47%

5 Years

—

Since Inception

10.59%

11.08%

Fund Age

2 yrs 4 mo

6 yrs 6 mo

AUM

₹70.89 Cr

₹1.91 Cr

Alpha – 1 Year

4.29%

4.51%

Alpha – 3 Years

—

−2.09%

Information Ratio – 3 Years

—

-0.44

Volatility – 1 Year

0.86%

16.64%

Volatility – 3 Years

—

14.35%

Beta – 1 Year

0.22

0.98

Beta – 3 Years

—

1.00

Sharpe Ratio – 1 Year

4.61

-0.01

Sharpe Ratio – 3 Years

—

0.13

Worst Rolling Year

—

5.64%

Value at Worst Rolling Year

—

₹1.06 Cr

Deepest Drawdown

—

−18.42%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

7.94%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 90% · M 7%

Number of Stocks

—

Portfolio P/E

—

26.76

Top 5 Holdings

—

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

1.50% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

2% / 1% / –

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