Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
8.45%
6 Months
2.17%
29.49%
1 Year
7.07%
37.09%
3 Years
15.12%
18.49%
5 Years
—
12.39%
Since Inception
19.80%
18.64%
Fund Age
7 yrs 3 mo
10 yrs 3 mo
AUM
₹7.19 Cr
₹1,760.35 Cr
Alpha – 1 Year
7.50%
32.37%
Alpha – 3 Years
6.56%
6.40%
Information Ratio – 3 Years
1.22
0.52
Volatility – 1 Year
19.38%
25.02%
Volatility – 3 Years
16.31%
18.27%
Beta – 1 Year
1.18
1.22
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.17
1.18
Sharpe Ratio – 3 Years
0.62
0.74
Worst Rolling Year
14.31%
-0.28%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−17.66%
−13.15%
Recovery Period
308 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
16.29%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 11% · S 71%
Number of Stocks
100
13
Portfolio P/E
27.01
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%