Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
4.41%
6 Months
12.65%
0.07%
1 Year
22.80%
4.08%
3 Years
18.05%
6.47%
5 Years
41.98%
—
Since Inception
7.54%
11.08%
Fund Age
9 yrs 2 mo
6 yrs 6 mo
AUM
₹9.17 Cr
₹1.91 Cr
Alpha – 1 Year
24.84%
4.51%
Alpha – 3 Years
11.40%
−2.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
21.50%
16.64%
Volatility – 3 Years
17.94%
14.35%
Beta – 1 Year
—
0.98
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.82
-0.01
Sharpe Ratio – 3 Years
0.76
0.13
Worst Rolling Year
-34.33%
5.64%
Value at Worst Rolling Year
₹0.66 Cr
₹1.06 Cr
Deepest Drawdown
−18.33%
−18.42%
Recovery Period
81 days
Not yet recovered
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
7.94%
5-Year Rolling Windows Positive
74.51%
—
Market-Cap Mix
L 13% · M 14% · S 73%
L 90% · M 7%
Number of Stocks
18
50
Portfolio P/E
18.68
26.76
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%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –