Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
0.07%
19.55%
1 Year
4.08%
11.69%
3 Years
6.47%
15.46%
5 Years
—
—
Since Inception
11.08%
23.05%
Fund Age
6 yrs 6 mo
3 yrs 4 mo
AUM
₹1.91 Cr
₹95.08 Cr
Alpha – 1 Year
4.51%
8.71%
Alpha – 3 Years
−2.09%
3.58%
Information Ratio – 3 Years
-0.44
0.52
Volatility – 1 Year
16.64%
27.25%
Volatility – 3 Years
14.35%
23.29%
Beta – 1 Year
0.98
1.44
Beta – 3 Years
1.00
1.22
Sharpe Ratio – 1 Year
-0.01
0.33
Sharpe Ratio – 3 Years
0.13
0.66
Worst Rolling Year
5.64%
15.47%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−18.42%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
17.67%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 90% · M 7%
—
Number of Stocks
50
—
Portfolio P/E
26.76
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%