Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.41%
10.15%
6 Months
0.07%
31.39%
1 Year
4.08%
26.01%
3 Years
6.47%
19.28%
5 Years
—
23.67%
Since Inception
11.08%
28.23%
Fund Age
6 yrs 6 mo
5 yrs 4 mo
AUM
₹1.91 Cr
₹483.07 Cr
Alpha – 1 Year
4.51%
21.29%
Alpha – 3 Years
−2.09%
7.19%
Information Ratio – 3 Years
-0.44
0.38
Volatility – 1 Year
16.64%
27.77%
Volatility – 3 Years
14.35%
26.19%
Beta – 1 Year
0.98
1.29
Beta – 3 Years
1.00
1.20
Sharpe Ratio – 1 Year
-0.01
0.78
Sharpe Ratio – 3 Years
0.13
0.61
Worst Rolling Year
5.64%
19.29%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−18.42%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 12% · M 6% · S 81%
Number of Stocks
50
63
Portfolio P/E
26.76
62.66
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%
—
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%