Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
7.49%
6 Months
0.07%
27.88%
1 Year
4.08%
29.03%
3 Years
6.47%
18.18%
5 Years
—
15.45%
Since Inception
11.08%
16.74%
Fund Age
6 yrs 6 mo
10 yrs 9 mo
AUM
₹1.91 Cr
₹245.99 Cr
Alpha – 1 Year
4.51%
24.31%
Alpha – 3 Years
−2.09%
6.09%
Information Ratio – 3 Years
-0.44
0.49
Volatility – 1 Year
16.64%
21.97%
Volatility – 3 Years
14.35%
17.89%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
-0.01
1.03
Sharpe Ratio – 3 Years
0.13
0.70
Worst Rolling Year
5.64%
1.53%
Value at Worst Rolling Year
₹1.06 Cr
₹1.02 Cr
Deepest Drawdown
−18.42%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 36% · M 27% · S 36%
Number of Stocks
50
44
Portfolio P/E
26.76
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%