Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs True Beacon-Flexicap Fundamental Opportunities
Right Horizons - Alphabots India Largecap 50
True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
0.07%
15.01%
1 Year
4.08%
17.96%
3 Years
6.47%
17.24%
5 Years
—
—
Since Inception
11.08%
18.03%
Fund Age
6 yrs 6 mo
3 yrs 4 mo
AUM
₹1.91 Cr
₹146.81 Cr
Alpha – 1 Year
4.51%
14.98%
Alpha – 3 Years
−2.09%
5.35%
Information Ratio – 3 Years
-0.44
0.78
Volatility – 1 Year
16.64%
19.01%
Volatility – 3 Years
14.35%
16.70%
Beta – 1 Year
0.98
1.02
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.01
0.68
Sharpe Ratio – 3 Years
0.13
0.72
Worst Rolling Year
5.64%
17.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−18.42%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
17.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 7%
—
Number of Stocks
50
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
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%