Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
4.29%
6 Months
5.19%
2.17%
1 Year
−0.45%
7.07%
3 Years
11.72%
15.12%
5 Years
—
—
Since Inception
12.62%
19.80%
Fund Age
3 yrs 8 mo
7 yrs 3 mo
AUM
₹42.96 Cr
₹7.19 Cr
Alpha – 1 Year
−3.43%
7.50%
Alpha – 3 Years
−0.17%
6.56%
Information Ratio – 3 Years
-0.16
1.22
Volatility – 1 Year
16.93%
19.38%
Volatility – 3 Years
15.20%
16.31%
Beta – 1 Year
0.92
1.18
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
-0.27
0.17
Sharpe Ratio – 3 Years
0.45
0.62
Worst Rolling Year
11.64%
14.31%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−20.38%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 39% · M 39% · S 22%
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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 · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –