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Motilal Oswal - Value Migration vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
4.41%
6 Months
11.75%
0.07%
1 Year
−2.37%
4.08%
3 Years
17.81%
6.47%
5 Years
14.66%
—
Since Inception
18.91%
11.08%
Fund Age
23 yrs 5 mo
6 yrs 6 mo
AUM
₹3,220.2 Cr
₹1.91 Cr
Alpha – 1 Year
−5.35%
4.51%
Alpha – 3 Years
5.93%
−2.09%
Information Ratio – 3 Years
0.54
-0.44
Volatility – 1 Year
21.49%
16.64%
Volatility – 3 Years
20.84%
14.35%
Beta – 1 Year
1.07
0.98
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
-0.27
-0.01
Sharpe Ratio – 3 Years
0.64
0.13
Worst Rolling Year
-7.44%
5.64%
Value at Worst Rolling Year
₹0.93 Cr
₹1.06 Cr
Deepest Drawdown
−27.33%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
7.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 28% · M 48% · S 19%
L 90% · M 7%
Number of Stocks
27
50
Portfolio P/E
57.85
26.76
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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% / –