Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
SBI MF - ESG Portfolio
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%
2.26%
6 Months
0.07%
18.40%
1 Year
4.08%
9.21%
3 Years
6.47%
13.13%
5 Years
—
13.39%
Since Inception
11.08%
14.83%
Fund Age
6 yrs 6 mo
10 yrs
AUM
₹1.91 Cr
₹666.2 Cr
Alpha – 1 Year
4.51%
9.64%
Alpha – 3 Years
−2.09%
4.56%
Information Ratio – 3 Years
-0.44
0.38
Volatility – 1 Year
16.64%
18.95%
Volatility – 3 Years
14.35%
16.01%
Beta – 1 Year
0.98
0.98
Beta – 3 Years
1.00
0.90
Sharpe Ratio – 1 Year
-0.01
0.27
Sharpe Ratio – 3 Years
0.13
0.52
Worst Rolling Year
5.64%
-3.31%
Value at Worst Rolling Year
₹1.06 Cr
₹0.97 Cr
Deepest Drawdown
−18.42%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
7.94%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%