Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Shepherds Hill - Value Magno
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%
0.15%
6 Months
0.07%
5.44%
1 Year
4.08%
6.80%
3 Years
6.47%
17.32%
5 Years
—
18.10%
Since Inception
11.08%
16.54%
Fund Age
6 yrs 6 mo
11 yrs 1 mo
AUM
₹1.91 Cr
₹120.51 Cr
Alpha – 1 Year
4.51%
3.04%
Alpha – 3 Years
−2.09%
6.42%
Information Ratio – 3 Years
-0.44
0.53
Volatility – 1 Year
16.64%
13.99%
Volatility – 3 Years
14.35%
15.09%
Beta – 1 Year
0.98
0.76
Beta – 3 Years
1.00
0.68
Sharpe Ratio – 1 Year
-0.01
0.16
Sharpe Ratio – 3 Years
0.13
0.86
Worst Rolling Year
5.64%
-18.71%
Value at Worst Rolling Year
₹1.06 Cr
₹0.81 Cr
Deepest Drawdown
−18.42%
−12.53%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
7.94%
19.23%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 7%
L 15% · M 5% · S 66%
Number of Stocks
50
16
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%
—
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%