Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
3.12%
6 Months
1.78%
8.08%
1 Year
5.40%
10.16%
3 Years
8.85%
15.60%
5 Years
—
—
Since Inception
10.06%
19.84%
Fund Age
3 yrs 2 mo
6 yrs 11 mo
AUM
₹6 Cr
₹3.18 Cr
Alpha – 1 Year
0.68%
7.18%
Alpha – 3 Years
−3.24%
3.72%
Information Ratio – 3 Years
-0.36
0.60
Volatility – 1 Year
19.91%
19.93%
Volatility – 3 Years
17.03%
18.09%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.09
0.31
Sharpe Ratio – 3 Years
0.27
0.60
Worst Rolling Year
8.77%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−18.84%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.14%
16.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –