Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Right Horizons - Perennial
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Right Horizons - Alphabots India Largecap 50
Right Horizons - Perennial
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%
−0.19%
6 Months
0.07%
11.46%
1 Year
4.08%
8.21%
3 Years
6.47%
12.09%
5 Years
—
11.81%
Since Inception
11.08%
13.34%
Fund Age
6 yrs 6 mo
5 yrs 3 mo
AUM
₹1.91 Cr
₹34.29 Cr
Alpha – 1 Year
4.51%
5.23%
Alpha – 3 Years
−2.09%
0.21%
Information Ratio – 3 Years
-0.44
0.17
Volatility – 1 Year
16.64%
24.84%
Volatility – 3 Years
14.35%
21.42%
Beta – 1 Year
0.98
1.25
Beta – 3 Years
1.00
1.08
Sharpe Ratio – 1 Year
-0.01
0.21
Sharpe Ratio – 3 Years
0.13
0.49
Worst Rolling Year
5.64%
7.11%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−18.42%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 5% · M 7% · S 69%
Number of Stocks
50
37
Portfolio P/E
26.76
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2.5% / 0% / 0%