Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
3.26%
6 Months
2.17%
4.03%
1 Year
7.07%
0.70%
3 Years
15.12%
10.01%
5 Years
—
8.40%
Since Inception
19.80%
14.84%
Fund Age
7 yrs 3 mo
7 yrs 10 mo
AUM
₹7.19 Cr
₹2,937.84 Cr
Alpha – 1 Year
7.50%
−2.28%
Alpha – 3 Years
6.56%
−1.88%
Information Ratio – 3 Years
1.22
-0.37
Volatility – 1 Year
19.38%
17.90%
Volatility – 3 Years
16.31%
14.65%
Beta – 1 Year
1.18
1.00
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.17
-0.18
Sharpe Ratio – 3 Years
0.62
0.35
Worst Rolling Year
14.31%
7.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−17.66%
−18.24%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 58% · M 15% · S 26%
Number of Stocks
100
71
Portfolio P/E
27.01
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%