Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
4.41%
6 Months
24.60%
0.07%
1 Year
7.56%
4.08%
3 Years
20.98%
6.47%
5 Years
—
—
Since Inception
24.10%
11.08%
Fund Age
4 yrs 4 mo
6 yrs 6 mo
AUM
₹3.89 Cr
₹1.91 Cr
Alpha – 1 Year
4.58%
4.51%
Alpha – 3 Years
9.08%
−2.09%
Information Ratio – 3 Years
0.07
-0.44
Volatility – 1 Year
32.74%
16.64%
Volatility – 3 Years
27.24%
14.35%
Beta – 1 Year
1.49
0.98
Beta – 3 Years
1.30
1.00
Sharpe Ratio – 1 Year
0.20
-0.01
Sharpe Ratio – 3 Years
0.49
0.13
Worst Rolling Year
17.91%
5.64%
Value at Worst Rolling Year
₹1.18 Cr
₹1.06 Cr
Deepest Drawdown
−34.40%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
27
50
Portfolio P/E
52.77
26.76
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%
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% / –