Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
7.67%
6 Months
2.17%
27.70%
1 Year
7.07%
47.52%
3 Years
15.12%
23.98%
5 Years
—
15.87%
Since Inception
19.80%
18.55%
Fund Age
7 yrs 3 mo
16 yrs 2 mo
AUM
₹7.19 Cr
₹1,022.92 Cr
Alpha – 1 Year
7.50%
42.80%
Alpha – 3 Years
6.56%
11.89%
Information Ratio – 3 Years
1.22
1.12
Volatility – 1 Year
19.38%
28.29%
Volatility – 3 Years
16.31%
20.76%
Beta – 1 Year
1.18
1.36
Beta – 3 Years
1.13
1.07
Sharpe Ratio – 1 Year
0.17
1.33
Sharpe Ratio – 3 Years
0.62
0.99
Worst Rolling Year
14.31%
-4.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
−17.66%
−19.51%
Recovery Period
308 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
16.29%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 22% · M 32% · S 42%
Number of Stocks
100
26
Portfolio P/E
27.01
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%