Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
SRE - Shield
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%
−0.37%
6 Months
2.17%
3.64%
1 Year
7.07%
6.24%
3 Years
15.12%
9.36%
5 Years
—
8.05%
Since Inception
19.80%
9.66%
Fund Age
7 yrs 3 mo
8 yrs 3 mo
AUM
₹7.19 Cr
₹32.8 Cr
Alpha – 1 Year
7.50%
6.59%
Alpha – 3 Years
6.56%
0.36%
Information Ratio – 3 Years
1.22
0.14
Volatility – 1 Year
19.38%
18.27%
Volatility – 3 Years
16.31%
15.46%
Beta – 1 Year
1.18
1.08
Beta – 3 Years
1.13
1.07
Sharpe Ratio – 1 Year
0.17
0.15
Sharpe Ratio – 3 Years
0.62
0.34
Worst Rolling Year
14.31%
6.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.06 Cr
Deepest Drawdown
−17.66%
−22.11%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 58% · M 28% · S 8%
Number of Stocks
100
33
Portfolio P/E
27.01
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%