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Right Horizons - Alphabots India Largecap 50 vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.41%
4.64%
6 Months
0.07%
20.32%
1 Year
4.08%
29.93%
3 Years
6.47%
—
5 Years
—
—
Since Inception
11.08%
15.24%
Fund Age
6 yrs 6 mo
1 yr 9 mo
AUM
₹1.91 Cr
₹3.17 Cr
Alpha – 1 Year
4.51%
25.21%
Alpha – 3 Years
−2.09%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
16.64%
24.54%
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
1.19
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.01
0.97
Sharpe Ratio – 3 Years
0.13
—
Worst Rolling Year
5.64%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−18.42%
−12.48%
Recovery Period
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
50
36
Portfolio P/E
26.76
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / – / –