Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
1.81%
6 Months
2.17%
1.04%
1 Year
7.07%
0.26%
3 Years
15.12%
5.24%
5 Years
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—
Since Inception
19.80%
8.72%
Fund Age
7 yrs 3 mo
4 yrs 3 mo
AUM
₹7.19 Cr
₹53.49 Cr
Alpha – 1 Year
7.50%
0.69%
Alpha – 3 Years
6.56%
−3.33%
Information Ratio – 3 Years
1.22
—
Volatility – 1 Year
19.38%
17.93%
Volatility – 3 Years
16.31%
23.60%
Beta – 1 Year
1.18
1.08
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.17
0.06
Sharpe Ratio – 3 Years
0.62
0.67
Worst Rolling Year
14.31%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−17.66%
−13.25%
Recovery Period
308 days
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.29%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 73% · M 25%
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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%
—
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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