Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Valtrust Momentum
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%
4.78%
6 Months
2.17%
15.08%
1 Year
7.07%
13.63%
3 Years
15.12%
16.91%
5 Years
—
—
Since Inception
19.80%
23.12%
Fund Age
7 yrs 3 mo
3 yrs 7 mo
AUM
₹7.19 Cr
₹78.91 Cr
Alpha – 1 Year
7.50%
8.91%
Alpha – 3 Years
6.56%
4.82%
Information Ratio – 3 Years
1.22
0.40
Volatility – 1 Year
19.38%
20.25%
Volatility – 3 Years
16.31%
21.43%
Beta – 1 Year
1.18
1.06
Beta – 3 Years
1.13
1.18
Sharpe Ratio – 1 Year
0.17
0.47
Sharpe Ratio – 3 Years
0.62
0.59
Worst Rolling Year
14.31%
15.66%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−17.66%
−29.56%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 73% · M 25%
L 15% · M 30% · S 55%
Number of Stocks
100
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%