Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
4.29%
6 Months
24.60%
2.17%
1 Year
7.56%
7.07%
3 Years
20.98%
15.12%
5 Years
—
—
Since Inception
24.10%
19.80%
Fund Age
4 yrs 4 mo
7 yrs 3 mo
AUM
₹3.89 Cr
₹7.19 Cr
Alpha – 1 Year
4.58%
7.50%
Alpha – 3 Years
9.08%
6.56%
Information Ratio – 3 Years
0.07
1.22
Volatility – 1 Year
32.74%
19.38%
Volatility – 3 Years
27.24%
16.31%
Beta – 1 Year
1.49
1.18
Beta – 3 Years
1.30
1.13
Sharpe Ratio – 1 Year
0.20
0.17
Sharpe Ratio – 3 Years
0.49
0.62
Worst Rolling Year
17.91%
14.31%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−34.40%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
27
100
Portfolio P/E
52.77
27.01
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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 · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –