Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.53%
4.41%
6 Months
5.22%
0.07%
1 Year
8.94%
4.08%
3 Years
10.33%
6.47%
5 Years
10.77%
—
Since Inception
10.49%
11.08%
Fund Age
9 yrs 9 mo
6 yrs 6 mo
AUM
₹67.62 Cr
₹1.91 Cr
Alpha – 1 Year
−0.44%
4.51%
Alpha – 3 Years
0.76%
−2.09%
Information Ratio – 3 Years
0.44
-0.44
Volatility – 1 Year
2.31%
16.64%
Volatility – 3 Years
1.38%
14.35%
Beta – 1 Year
0.41
0.98
Beta – 3 Years
0.46
1.00
Sharpe Ratio – 1 Year
1.46
-0.01
Sharpe Ratio – 3 Years
3.36
0.13
Worst Rolling Year
9.87%
5.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
—
−18.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
17
50
Portfolio P/E
—
26.76
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –