Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
2.93%
6 Months
2.17%
19.55%
1 Year
7.07%
11.69%
3 Years
15.12%
15.46%
5 Years
—
—
Since Inception
19.80%
23.05%
Fund Age
7 yrs 3 mo
3 yrs 4 mo
AUM
₹7.19 Cr
₹95.08 Cr
Alpha – 1 Year
7.50%
8.71%
Alpha – 3 Years
6.56%
3.58%
Information Ratio – 3 Years
1.22
0.52
Volatility – 1 Year
19.38%
27.25%
Volatility – 3 Years
16.31%
23.29%
Beta – 1 Year
1.18
1.44
Beta – 3 Years
1.13
1.22
Sharpe Ratio – 1 Year
0.17
0.33
Sharpe Ratio – 3 Years
0.62
0.66
Worst Rolling Year
14.31%
15.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.15 Cr
Deepest Drawdown
−17.66%
−32.01%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 73% · M 25%
—
Number of Stocks
100
—
Portfolio P/E
27.01
—
Top 5 Holdings
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%