Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
SRE - Shield
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
−0.37%
6 Months
0.07%
3.64%
1 Year
4.08%
6.24%
3 Years
6.47%
9.36%
5 Years
—
8.05%
Since Inception
11.08%
9.66%
Fund Age
6 yrs 6 mo
8 yrs 3 mo
AUM
₹1.91 Cr
₹32.8 Cr
Alpha – 1 Year
4.51%
6.59%
Alpha – 3 Years
−2.09%
0.36%
Information Ratio – 3 Years
-0.44
0.14
Volatility – 1 Year
16.64%
18.27%
Volatility – 3 Years
14.35%
15.46%
Beta – 1 Year
0.98
1.08
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
0.13
0.34
Worst Rolling Year
5.64%
6.25%
Value at Worst Rolling Year
₹1.06 Cr
₹1.06 Cr
Deepest Drawdown
−18.42%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 58% · M 28% · S 8%
Number of Stocks
50
33
Portfolio P/E
26.76
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%