Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Shade - Value Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Shade - Value Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
4.06%
6 Months
0.07%
28.09%
1 Year
4.08%
17.43%
3 Years
6.47%
22.60%
5 Years
—
15.65%
Since Inception
11.08%
17.87%
Fund Age
6 yrs 6 mo
14 yrs 6 mo
AUM
₹1.91 Cr
₹91.04 Cr
Alpha – 1 Year
4.51%
12.71%
Alpha – 3 Years
−2.09%
10.51%
Information Ratio – 3 Years
-0.44
0.90
Volatility – 1 Year
16.64%
26.94%
Volatility – 3 Years
14.35%
23.01%
Beta – 1 Year
0.98
1.37
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
-0.01
0.52
Sharpe Ratio – 3 Years
0.13
0.87
Worst Rolling Year
5.64%
-12.87%
Value at Worst Rolling Year
₹1.06 Cr
₹0.87 Cr
Deepest Drawdown
−18.42%
−29.02%
Recovery Period
Not yet recovered
232 days
1-Year Rolling Windows Positive
100.00%
90.16%
Median Rolling Year
7.94%
19.58%
5-Year Rolling Windows Positive
—
99.13%
Market-Cap Mix
L 90% · M 7%
M 1% · S 87%
Number of Stocks
50
42
Portfolio P/E
26.76
40.73
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%
Nuvama Wealth Management Ltd · 4.23%
Ujjivan Small Finance Bank Ltd · 4.19%
Omnitech Engineering Ltd · 3.92%
TD Power Systems Ltd · 3.91%
Thyrocare Technologies Ltd · 3.78%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Capital Goods · 25.00%
Healthcare · 18.00%
Financial Services · 17.93%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%