Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
2.17%
13.10%
1 Year
7.07%
18.11%
3 Years
15.12%
14.56%
5 Years
—
8.71%
Since Inception
19.80%
13.67%
Fund Age
7 yrs 3 mo
11 yrs 2 mo
AUM
₹7.19 Cr
₹138.06 Cr
Alpha – 1 Year
7.50%
18.46%
Alpha – 3 Years
6.56%
5.57%
Information Ratio – 3 Years
1.22
0.62
Volatility – 1 Year
19.38%
22.83%
Volatility – 3 Years
16.31%
16.72%
Beta – 1 Year
1.18
1.29
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.17
0.61
Sharpe Ratio – 3 Years
0.62
0.55
Worst Rolling Year
14.31%
-8.44%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−17.66%
−17.10%
Recovery Period
308 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
16.29%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 38% · M 14% · S 45%
Number of Stocks
100
18
Portfolio P/E
27.01
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%