Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
3.12%
6 Months
0.07%
8.08%
1 Year
4.08%
10.16%
3 Years
6.47%
15.60%
5 Years
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—
Since Inception
11.08%
19.84%
Fund Age
6 yrs 6 mo
6 yrs 11 mo
AUM
₹1.91 Cr
₹3.18 Cr
Alpha – 1 Year
4.51%
7.18%
Alpha – 3 Years
−2.09%
3.72%
Information Ratio – 3 Years
-0.44
0.60
Volatility – 1 Year
16.64%
19.93%
Volatility – 3 Years
14.35%
18.09%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
-0.01
0.31
Sharpe Ratio – 3 Years
0.13
0.60
Worst Rolling Year
5.64%
14.68%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−18.42%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 90% · M 7%
L 31% · M 55% · S 12%
Number of Stocks
50
29
Portfolio P/E
26.76
38.53
Top 5 Holdings
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / –