Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
4.41%
6 Months
26.95%
0.07%
1 Year
13.12%
4.08%
3 Years
17.80%
6.47%
5 Years
15.04%
—
Since Inception
22.70%
11.08%
Fund Age
8 yrs
6 yrs 6 mo
AUM
₹357.26 Cr
₹1.91 Cr
Alpha – 1 Year
10.14%
4.51%
Alpha – 3 Years
5.90%
−2.09%
Information Ratio – 3 Years
0.31
-0.44
Volatility – 1 Year
32.38%
16.64%
Volatility – 3 Years
25.45%
14.35%
Beta – 1 Year
1.68
0.98
Beta – 3 Years
1.37
1.00
Sharpe Ratio – 1 Year
0.36
-0.01
Sharpe Ratio – 3 Years
0.56
0.13
Worst Rolling Year
11.19%
5.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.06 Cr
Deepest Drawdown
−26.50%
−18.42%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 90% · M 7%
Number of Stocks
42
50
Portfolio P/E
42.01
26.76
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –