Portfolio Management Services (PMS)Compare Schemes
Fort Capital -Dynamic vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Fort Capital -Dynamic
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.01%
4.29%
6 Months
9.13%
2.17%
1 Year
14.46%
7.07%
3 Years
—
15.12%
5 Years
—
—
Since Inception
18.87%
19.80%
Fund Age
2 yrs 7 mo
7 yrs 3 mo
AUM
₹204.29 Cr
₹7.19 Cr
Alpha – 1 Year
14.81%
7.50%
Alpha – 3 Years
—
6.56%
Information Ratio – 3 Years
—
1.22
Volatility – 1 Year
18.18%
19.38%
Volatility – 3 Years
—
16.31%
Beta – 1 Year
1.10
1.18
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.54
0.17
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
14.31%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−16.11%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 1% · S 30%
L 73% · M 25%
Number of Stocks
68
100
Portfolio P/E
33.26
27.01
Top 5 Holdings
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
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 · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –