Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.08%
4.41%
6 Months
9.19%
0.07%
1 Year
9.02%
4.08%
3 Years
14.71%
6.47%
5 Years
10.31%
—
Since Inception
14.95%
11.08%
Fund Age
7 yrs 10 mo
6 yrs 6 mo
AUM
₹42.73 Cr
₹1.91 Cr
Alpha – 1 Year
4.30%
4.51%
Alpha – 3 Years
2.62%
−2.09%
Information Ratio – 3 Years
0.63
-0.44
Volatility – 1 Year
17.52%
16.64%
Volatility – 3 Years
14.89%
14.35%
Beta – 1 Year
0.97
0.98
Beta – 3 Years
0.92
1.00
Sharpe Ratio – 1 Year
0.26
-0.01
Sharpe Ratio – 3 Years
0.66
0.13
Worst Rolling Year
8.19%
5.64%
Value at Worst Rolling Year
₹1.08 Cr
₹1.06 Cr
Deepest Drawdown
−18.24%
−18.42%
Recovery Period
238 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.27%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 16% · S 37%
L 90% · M 7%
Number of Stocks
30
50
Portfolio P/E
31.64
26.76
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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% / –