Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
SMC Global - Growth
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%
5.80%
6 Months
2.17%
20.03%
1 Year
7.07%
17.27%
3 Years
15.12%
12.81%
5 Years
—
11.98%
Since Inception
19.80%
14.70%
Fund Age
7 yrs 3 mo
6 yrs 10 mo
AUM
₹7.19 Cr
₹201.68 Cr
Alpha – 1 Year
7.50%
12.55%
Alpha – 3 Years
6.56%
0.73%
Information Ratio – 3 Years
1.22
0.15
Volatility – 1 Year
19.38%
22.73%
Volatility – 3 Years
16.31%
20.11%
Beta – 1 Year
1.18
1.17
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.17
0.58
Sharpe Ratio – 3 Years
0.62
0.44
Worst Rolling Year
14.31%
7.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.08 Cr
Deepest Drawdown
−17.66%
−25.65%
Recovery Period
308 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 38% · M 4% · S 49%
Number of Stocks
100
24
Portfolio P/E
27.01
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%