Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
4.29%
6 Months
7.09%
2.17%
1 Year
17.57%
7.07%
3 Years
20.39%
15.12%
5 Years
—
—
Since Inception
19.75%
19.80%
Fund Age
4 yrs 2 mo
7 yrs 3 mo
AUM
₹49.8 Cr
₹7.19 Cr
Alpha – 1 Year
16.32%
7.50%
Alpha – 3 Years
14.92%
6.56%
Information Ratio – 3 Years
1.66
1.22
Volatility – 1 Year
7.36%
19.38%
Volatility – 3 Years
8.69%
16.31%
Beta – 1 Year
1.50
1.18
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
1.55
0.17
Sharpe Ratio – 3 Years
1.63
0.62
Worst Rolling Year
18.51%
14.31%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –