Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Wallfort-Avenue Fund
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%
3.79%
6 Months
2.17%
18.76%
1 Year
7.07%
31.67%
3 Years
15.12%
24.57%
5 Years
—
—
Since Inception
19.80%
26.31%
Fund Age
7 yrs 3 mo
2 yrs 4 mo
AUM
₹7.19 Cr
₹160.31 Cr
Alpha – 1 Year
7.50%
26.95%
Alpha – 3 Years
6.56%
12.48%
Information Ratio – 3 Years
1.22
—
Volatility – 1 Year
19.38%
17.93%
Volatility – 3 Years
16.31%
20.59%
Beta – 1 Year
1.18
0.80
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.17
1.34
Sharpe Ratio – 3 Years
0.62
1.78
Worst Rolling Year
14.31%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−17.66%
−12.22%
Recovery Period
308 days
69 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%
—
Number of Stocks
100
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%