Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
4.29%
6 Months
29.13%
2.17%
1 Year
20.96%
7.07%
3 Years
17.22%
15.12%
5 Years
—
—
Since Inception
23.59%
19.80%
Fund Age
3 yrs 7 mo
7 yrs 3 mo
AUM
₹147.56 Cr
₹7.19 Cr
Alpha – 1 Year
16.24%
7.50%
Alpha – 3 Years
5.13%
6.56%
Information Ratio – 3 Years
0.33
1.22
Volatility – 1 Year
30.80%
19.38%
Volatility – 3 Years
25.65%
16.31%
Beta – 1 Year
1.54
1.18
Beta – 3 Years
1.41
1.13
Sharpe Ratio – 1 Year
0.58
0.17
Sharpe Ratio – 3 Years
0.54
0.62
Worst Rolling Year
15.38%
14.31%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−28.52%
−17.66%
Recovery Period
122 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
16.29%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 63% · M 11% · S 17%
L 73% · M 25%
Number of Stocks
18
100
Portfolio P/E
—
27.01
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –