Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Tamohara - Q Strategy
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%
−0.46%
6 Months
2.17%
6.77%
1 Year
7.07%
7.38%
3 Years
15.12%
9.03%
5 Years
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Since Inception
19.80%
10.29%
Fund Age
7 yrs 3 mo
4 yrs 2 mo
AUM
₹7.19 Cr
₹9.69 Cr
Alpha – 1 Year
7.50%
7.73%
Alpha – 3 Years
6.56%
0.04%
Information Ratio – 3 Years
1.22
0.09
Volatility – 1 Year
19.38%
17.08%
Volatility – 3 Years
16.31%
16.18%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
1.13
1.08
Sharpe Ratio – 1 Year
0.17
0.20
Sharpe Ratio – 3 Years
0.62
0.33
Worst Rolling Year
14.31%
7.39%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−17.66%
−24.88%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 73% · M 25%
L 41% · M 53%
Number of Stocks
100
22
Portfolio P/E
27.01
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / – / –