Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Shriram Future GEMS
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%
1.59%
1 Year
7.07%
25.48%
3 Years
15.12%
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5 Years
—
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Since Inception
19.80%
30.29%
Fund Age
7 yrs 3 mo
18 mo
AUM
₹7.19 Cr
₹0.8 Cr
Alpha – 1 Year
7.50%
25.83%
Alpha – 3 Years
6.56%
—
Information Ratio – 3 Years
1.22
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Volatility – 1 Year
19.38%
16.88%
Volatility – 3 Years
16.31%
—
Beta – 1 Year
1.18
0.86
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.17
1.13
Sharpe Ratio – 3 Years
0.62
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Worst Rolling Year
14.31%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−17.66%
−15.67%
Recovery Period
308 days
Not yet recovered
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
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
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
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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