Portfolio Management Services (PMS)Compare Schemes
IDPL Wealthy Nivesh Multi-Asset PMS vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
IDPL Wealthy Nivesh Multi-Asset PMS
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.88%
4.29%
6 Months
—
2.17%
1 Year
—
7.07%
3 Years
—
15.12%
5 Years
—
—
Since Inception
−0.16%
19.80%
Fund Age
5 mo
7 yrs 3 mo
AUM
₹7.04 Cr
₹7.19 Cr
Alpha – 1 Year
—
7.50%
Alpha – 3 Years
—
6.56%
Information Ratio – 3 Years
—
1.22
Volatility – 1 Year
—
19.38%
Volatility – 3 Years
—
16.31%
Beta – 1 Year
—
1.18
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.17
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
14.31%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 38% · M 29% · S 25%
L 73% · M 25%
Number of Stocks
7
100
Portfolio P/E
—
27.01
Top 5 Holdings
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
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 · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –