Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.80%
4.41%
6 Months
2.80%
0.07%
1 Year
4.89%
4.08%
3 Years
12.23%
6.47%
5 Years
10.64%
—
Since Inception
8.93%
11.08%
Fund Age
12 yrs
6 yrs 6 mo
AUM
₹134.76 Cr
₹1.91 Cr
Alpha – 1 Year
−1.08%
4.51%
Alpha – 3 Years
1.34%
−2.09%
Information Ratio – 3 Years
0.07
-0.44
Volatility – 1 Year
10.79%
16.64%
Volatility – 3 Years
9.62%
14.35%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
1.10
1.00
Sharpe Ratio – 1 Year
-0.01
-0.01
Sharpe Ratio – 3 Years
0.69
0.13
Worst Rolling Year
0.05%
5.64%
Value at Worst Rolling Year
₹1.00 Cr
₹1.06 Cr
Deepest Drawdown
−11.50%
−18.42%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 90% · M 7%
Number of Stocks
33
50
Portfolio P/E
25.96
26.76
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –