Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Unifi APJ 20*
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%
3.07%
6 Months
2.17%
13.63%
1 Year
7.07%
10.76%
3 Years
15.12%
13.00%
5 Years
—
13.13%
Since Inception
19.80%
20.07%
Fund Age
7 yrs 3 mo
10 yrs 11 mo
AUM
₹7.19 Cr
₹942.94 Cr
Alpha – 1 Year
7.50%
6.04%
Alpha – 3 Years
6.56%
0.91%
Information Ratio – 3 Years
1.22
0.27
Volatility – 1 Year
19.38%
18.61%
Volatility – 3 Years
16.31%
17.55%
Beta – 1 Year
1.18
1.02
Beta – 3 Years
1.13
1.01
Sharpe Ratio – 1 Year
0.17
0.35
Sharpe Ratio – 3 Years
0.62
0.49
Worst Rolling Year
14.31%
-10.32%
Value at Worst Rolling Year
₹1.14 Cr
₹0.90 Cr
Deepest Drawdown
−17.66%
−17.59%
Recovery Period
308 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
16.29%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 15% · M 3% · S 82%
Number of Stocks
100
—
Portfolio P/E
27.01
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
—