Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Systamatix - Dynamic Investment
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%
7.60%
6 Months
0.07%
26.61%
1 Year
4.08%
33.69%
3 Years
6.47%
25.74%
5 Years
—
21.83%
Since Inception
11.08%
—
Fund Age
6 yrs 6 mo
8 yrs 4 mo
AUM
₹1.91 Cr
₹158.52 Cr
Alpha – 1 Year
4.51%
29.93%
Alpha – 3 Years
−2.09%
14.85%
Information Ratio – 3 Years
-0.44
1.52
Volatility – 1 Year
16.64%
19.82%
Volatility – 3 Years
14.35%
19.44%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
-0.01
1.29
Sharpe Ratio – 3 Years
0.13
1.16
Worst Rolling Year
5.64%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−18.42%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.94%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 7%
L 31% · M 28% · S 38%
Number of Stocks
50
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%