Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
2.17%
1.92%
1 Year
7.07%
0.43%
3 Years
15.12%
—
5 Years
—
—
Since Inception
19.80%
6.17%
Fund Age
7 yrs 3 mo
2 yrs 2 mo
AUM
₹7.19 Cr
₹22.98 Cr
Alpha – 1 Year
7.50%
−2.55%
Alpha – 3 Years
6.56%
—
Information Ratio – 3 Years
1.22
—
Volatility – 1 Year
19.38%
16.90%
Volatility – 3 Years
16.31%
—
Beta – 1 Year
1.18
0.96
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.17
-0.22
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
14.31%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−17.66%
−16.17%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.29%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 73% · M 25%
L 61% · M 14% · S 21%
Number of Stocks
100
41
Portfolio P/E
27.01
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%