Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Solidarity Advisors - Prudence
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%
8.45%
6 Months
0.07%
29.49%
1 Year
4.08%
37.09%
3 Years
6.47%
18.49%
5 Years
—
12.39%
Since Inception
11.08%
18.64%
Fund Age
6 yrs 6 mo
10 yrs 3 mo
AUM
₹1.91 Cr
₹1,760.35 Cr
Alpha – 1 Year
4.51%
32.37%
Alpha – 3 Years
−2.09%
6.40%
Information Ratio – 3 Years
-0.44
0.52
Volatility – 1 Year
16.64%
25.02%
Volatility – 3 Years
14.35%
18.27%
Beta – 1 Year
0.98
1.22
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
-0.01
1.18
Sharpe Ratio – 3 Years
0.13
0.74
Worst Rolling Year
5.64%
-0.28%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−18.42%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
7.94%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 11% · S 71%
Number of Stocks
50
13
Portfolio P/E
26.76
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%