Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Sameeksha - Equity Fund
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%
−0.38%
6 Months
0.07%
11.48%
1 Year
4.08%
7.29%
3 Years
6.47%
16.29%
5 Years
—
16.45%
Since Inception
11.08%
20.67%
Fund Age
6 yrs 6 mo
10 yrs 4 mo
AUM
₹1.91 Cr
₹1,333.94 Cr
Alpha – 1 Year
4.51%
2.57%
Alpha – 3 Years
−2.09%
4.20%
Information Ratio – 3 Years
-0.44
0.52
Volatility – 1 Year
16.64%
21.33%
Volatility – 3 Years
14.35%
16.22%
Beta – 1 Year
0.98
1.18
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
-0.01
0.18
Sharpe Ratio – 3 Years
0.13
0.69
Worst Rolling Year
5.64%
-0.52%
Value at Worst Rolling Year
₹1.06 Cr
₹0.99 Cr
Deepest Drawdown
−18.42%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
7.94%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
—
Number of Stocks
50
50
Portfolio P/E
26.76
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 0% / 0%