Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
4.29%
6 Months
2.87%
2.17%
1 Year
3.77%
7.07%
3 Years
6.69%
15.12%
5 Years
6.74%
—
Since Inception
10.62%
19.80%
Fund Age
12 yrs 1 mo
7 yrs 3 mo
AUM
₹61.33 Cr
₹7.19 Cr
Alpha – 1 Year
−5.66%
7.50%
Alpha – 3 Years
−3.03%
6.56%
Information Ratio – 3 Years
-1.20
1.22
Volatility – 1 Year
3.14%
19.38%
Volatility – 3 Years
2.07%
16.31%
Beta – 1 Year
-0.20
1.18
Beta – 3 Years
-0.08
1.13
Sharpe Ratio – 1 Year
-0.40
0.17
Sharpe Ratio – 3 Years
0.62
0.62
Worst Rolling Year
-3.43%
14.31%
Value at Worst Rolling Year
₹0.97 Cr
₹1.14 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
308 days
1-Year Rolling Windows Positive
99.16%
100.00%
Median Rolling Year
11.58%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
9
100
Portfolio P/E
—
27.01
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
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
Others · 92.72%
Government · 7.02%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –