Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
SBI MF - ESG Portfolio
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%
2.26%
6 Months
2.17%
18.40%
1 Year
7.07%
9.21%
3 Years
15.12%
13.13%
5 Years
—
13.39%
Since Inception
19.80%
14.83%
Fund Age
7 yrs 3 mo
10 yrs
AUM
₹7.19 Cr
₹666.2 Cr
Alpha – 1 Year
7.50%
9.64%
Alpha – 3 Years
6.56%
4.56%
Information Ratio – 3 Years
1.22
0.38
Volatility – 1 Year
19.38%
18.95%
Volatility – 3 Years
16.31%
16.01%
Beta – 1 Year
1.18
0.98
Beta – 3 Years
1.13
0.90
Sharpe Ratio – 1 Year
0.17
0.27
Sharpe Ratio – 3 Years
0.62
0.52
Worst Rolling Year
14.31%
-3.31%
Value at Worst Rolling Year
₹1.14 Cr
₹0.97 Cr
Deepest Drawdown
−17.66%
−20.80%
Recovery Period
308 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
16.29%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 13% · M 17% · S 66%
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%