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Right Horizons - Alphabots India Largecap 50 vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
0.07%
31.10%
1 Year
4.08%
52.47%
3 Years
6.47%
17.74%
5 Years
—
16.38%
Since Inception
11.08%
15.58%
Fund Age
6 yrs 6 mo
16 yrs 9 mo
AUM
₹1.91 Cr
₹132.42 Cr
Alpha – 1 Year
4.51%
47.75%
Alpha – 3 Years
−2.09%
5.65%
Information Ratio – 3 Years
-0.44
0.46
Volatility – 1 Year
16.64%
26.74%
Volatility – 3 Years
14.35%
21.32%
Beta – 1 Year
0.98
1.30
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
-0.01
1.52
Sharpe Ratio – 3 Years
0.13
0.68
Worst Rolling Year
5.64%
-15.93%
Value at Worst Rolling Year
₹1.06 Cr
₹0.84 Cr
Deepest Drawdown
−18.42%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
7.94%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 90% · M 7%
M 9% · S 83%
Number of Stocks
50
26
Portfolio P/E
26.76
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%