Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
2.17%
2.89%
1 Year
7.07%
2.59%
3 Years
15.12%
10.39%
5 Years
—
8.86%
Since Inception
19.80%
11.13%
Fund Age
7 yrs 3 mo
5 yrs 6 mo
AUM
₹7.19 Cr
₹63.54 Cr
Alpha – 1 Year
7.50%
−0.39%
Alpha – 3 Years
6.56%
−1.50%
Information Ratio – 3 Years
1.22
-0.34
Volatility – 1 Year
19.38%
16.68%
Volatility – 3 Years
16.31%
13.79%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.17
-0.09
Sharpe Ratio – 3 Years
0.62
0.40
Worst Rolling Year
14.31%
6.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−17.66%
−15.31%
Recovery Period
308 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 69% · M 25% · S 5%
Number of Stocks
100
40
Portfolio P/E
27.01
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%