Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
4.94%
6 Months
0.07%
11.49%
1 Year
4.08%
3.89%
3 Years
6.47%
8.19%
5 Years
—
11.02%
Since Inception
11.08%
10.97%
Fund Age
6 yrs 6 mo
13 yrs 8 mo
AUM
₹1.91 Cr
₹360.51 Cr
Alpha – 1 Year
4.51%
0.91%
Alpha – 3 Years
−2.09%
−3.69%
Information Ratio – 3 Years
-0.44
-0.18
Volatility – 1 Year
16.64%
23.04%
Volatility – 3 Years
14.35%
19.34%
Beta – 1 Year
0.98
1.26
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
-0.01
0.04
Sharpe Ratio – 3 Years
0.13
0.30
Worst Rolling Year
5.64%
-8.10%
Value at Worst Rolling Year
₹1.06 Cr
₹0.92 Cr
Deepest Drawdown
−18.42%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
7.94%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 38% · M 28% · S 33%
Number of Stocks
50
29
Portfolio P/E
26.76
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / 0%