Portfolio Management Services (PMS)Compare Schemes
Fort Capital - Value Fund vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Fort Capital - Value Fund
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
4.41%
6 Months
20.56%
0.07%
1 Year
20.29%
4.08%
3 Years
11.79%
6.47%
5 Years
16.62%
—
Since Inception
15.84%
11.08%
Fund Age
7 yrs 11 mo
6 yrs 6 mo
AUM
₹12.5 Cr
₹1.91 Cr
Alpha – 1 Year
15.57%
4.51%
Alpha – 3 Years
−0.30%
−2.09%
Information Ratio – 3 Years
-0.02
-0.44
Volatility – 1 Year
23.44%
16.64%
Volatility – 3 Years
21.14%
14.35%
Beta – 1 Year
1.18
0.98
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.68
-0.01
Sharpe Ratio – 3 Years
0.39
0.13
Worst Rolling Year
9.17%
5.64%
Value at Worst Rolling Year
₹1.09 Cr
₹1.06 Cr
Deepest Drawdown
−24.97%
−18.42%
Recovery Period
470 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.65%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 93%
L 90% · M 7%
Number of Stocks
28
50
Portfolio P/E
21.42
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
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –