Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
ValPro Alpha A
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
0.73%
6 Months
2.17%
20.81%
1 Year
7.07%
18.30%
3 Years
15.12%
17.96%
5 Years
—
12.95%
Since Inception
19.80%
15.75%
Fund Age
7 yrs 3 mo
5 yrs 4 mo
AUM
₹7.19 Cr
₹193.44 Cr
Alpha – 1 Year
7.50%
19.72%
Alpha – 3 Years
6.56%
10.22%
Information Ratio – 3 Years
1.22
1.02
Volatility – 1 Year
19.38%
26.31%
Volatility – 3 Years
16.31%
19.93%
Beta – 1 Year
1.18
1.42
Beta – 3 Years
1.13
1.19
Sharpe Ratio – 1 Year
0.17
0.55
Sharpe Ratio – 3 Years
0.62
0.67
Worst Rolling Year
14.31%
8.87%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−17.66%
−19.69%
Recovery Period
308 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 31% · M 8% · S 35%
Number of Stocks
100
112
Portfolio P/E
27.01
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%