Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
4.29%
6 Months
12.65%
2.17%
1 Year
22.80%
7.07%
3 Years
18.05%
15.12%
5 Years
41.98%
—
Since Inception
7.54%
19.80%
Fund Age
9 yrs 2 mo
7 yrs 3 mo
AUM
₹9.17 Cr
₹7.19 Cr
Alpha – 1 Year
24.84%
7.50%
Alpha – 3 Years
11.40%
6.56%
Information Ratio – 3 Years
—
1.22
Volatility – 1 Year
21.50%
19.38%
Volatility – 3 Years
17.94%
16.31%
Beta – 1 Year
—
1.18
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.82
0.17
Sharpe Ratio – 3 Years
0.76
0.62
Worst Rolling Year
-34.33%
14.31%
Value at Worst Rolling Year
₹0.66 Cr
₹1.14 Cr
Deepest Drawdown
−18.33%
−17.66%
Recovery Period
81 days
308 days
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
16.29%
5-Year Rolling Windows Positive
74.51%
—
Market-Cap Mix
L 13% · M 14% · S 73%
L 73% · M 25%
Number of Stocks
18
100
Portfolio P/E
18.68
27.01
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –