Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Systamatix - Dynamic Investment
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%
7.60%
6 Months
2.17%
26.61%
1 Year
7.07%
33.69%
3 Years
15.12%
25.74%
5 Years
—
21.83%
Since Inception
19.80%
—
Fund Age
7 yrs 3 mo
8 yrs 4 mo
AUM
₹7.19 Cr
₹158.52 Cr
Alpha – 1 Year
7.50%
29.93%
Alpha – 3 Years
6.56%
14.85%
Information Ratio – 3 Years
1.22
1.52
Volatility – 1 Year
19.38%
19.82%
Volatility – 3 Years
16.31%
19.44%
Beta – 1 Year
1.18
1.03
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.17
1.29
Sharpe Ratio – 3 Years
0.62
1.16
Worst Rolling Year
14.31%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−17.66%
—
Recovery Period
308 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.29%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 73% · M 25%
L 31% · M 28% · S 38%
Number of Stocks
100
20
Portfolio P/E
27.01
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%