Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
4.41%
6 Months
8.66%
0.07%
1 Year
4.44%
4.08%
3 Years
14.48%
6.47%
5 Years
8.94%
—
Since Inception
14.23%
11.08%
Fund Age
18 yrs 11 mo
6 yrs 6 mo
AUM
₹4,562.38 Cr
₹1.91 Cr
Alpha – 1 Year
1.46%
4.51%
Alpha – 3 Years
2.60%
−2.09%
Information Ratio – 3 Years
0.08
-0.44
Volatility – 1 Year
20.33%
16.64%
Volatility – 3 Years
19.22%
14.35%
Beta – 1 Year
1.12
0.98
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.00
-0.01
Sharpe Ratio – 3 Years
0.51
0.13
Worst Rolling Year
-6.78%
5.64%
Value at Worst Rolling Year
₹0.93 Cr
₹1.06 Cr
Deepest Drawdown
−26.97%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 42% · S 38%
L 90% · M 7%
Number of Stocks
33
50
Portfolio P/E
40.71
26.76
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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)
2% / 0% / 0%
2% / 1% / –