Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
SBI AEON ALPHA PMS
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%
0.41%
6 Months
0.07%
20.81%
1 Year
4.08%
15.63%
3 Years
6.47%
13.76%
5 Years
—
—
Since Inception
11.08%
14.77%
Fund Age
6 yrs 6 mo
4 yrs 6 mo
AUM
₹1.91 Cr
₹751.68 Cr
Alpha – 1 Year
4.51%
16.06%
Alpha – 3 Years
−2.09%
5.19%
Information Ratio – 3 Years
-0.44
0.25
Volatility – 1 Year
16.64%
18.90%
Volatility – 3 Years
14.35%
16.75%
Beta – 1 Year
0.98
0.89
Beta – 3 Years
1.00
0.79
Sharpe Ratio – 1 Year
-0.01
0.57
Sharpe Ratio – 3 Years
0.13
0.53
Worst Rolling Year
5.64%
13.60%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−18.42%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 90% · M 7%
L 16% · M 11% · S 70%
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%