Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Tamohara - Q Strategy
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%
−0.46%
6 Months
0.07%
6.77%
1 Year
4.08%
7.38%
3 Years
6.47%
9.03%
5 Years
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—
Since Inception
11.08%
10.29%
Fund Age
6 yrs 6 mo
4 yrs 2 mo
AUM
₹1.91 Cr
₹9.69 Cr
Alpha – 1 Year
4.51%
7.73%
Alpha – 3 Years
−2.09%
0.04%
Information Ratio – 3 Years
-0.44
0.09
Volatility – 1 Year
16.64%
17.08%
Volatility – 3 Years
14.35%
16.18%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
1.00
1.08
Sharpe Ratio – 1 Year
-0.01
0.20
Sharpe Ratio – 3 Years
0.13
0.33
Worst Rolling Year
5.64%
7.39%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−18.42%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 90% · M 7%
L 41% · M 53%
Number of Stocks
50
22
Portfolio P/E
26.76
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / – / –