Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
4.41%
6 Months
29.13%
0.07%
1 Year
20.96%
4.08%
3 Years
17.22%
6.47%
5 Years
—
—
Since Inception
23.59%
11.08%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹147.56 Cr
₹1.91 Cr
Alpha – 1 Year
16.24%
4.51%
Alpha – 3 Years
5.13%
−2.09%
Information Ratio – 3 Years
0.33
-0.44
Volatility – 1 Year
30.80%
16.64%
Volatility – 3 Years
25.65%
14.35%
Beta – 1 Year
1.54
0.98
Beta – 3 Years
1.41
1.00
Sharpe Ratio – 1 Year
0.58
-0.01
Sharpe Ratio – 3 Years
0.54
0.13
Worst Rolling Year
15.38%
5.64%
Value at Worst Rolling Year
₹1.15 Cr
₹1.06 Cr
Deepest Drawdown
−28.52%
−18.42%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 11% · S 17%
L 90% · M 7%
Number of Stocks
18
50
Portfolio P/E
—
26.76
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%
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
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –