Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
True-Equity Factor Quant
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%
1.09%
6 Months
0.07%
3.47%
1 Year
4.08%
−3.80%
3 Years
6.47%
11.26%
5 Years
—
—
Since Inception
11.08%
13.40%
Fund Age
6 yrs 6 mo
3 yrs 11 mo
AUM
₹1.91 Cr
₹143.29 Cr
Alpha – 1 Year
4.51%
−6.78%
Alpha – 3 Years
−2.09%
−0.63%
Information Ratio – 3 Years
-0.44
-0.10
Volatility – 1 Year
16.64%
15.14%
Volatility – 3 Years
14.35%
16.91%
Beta – 1 Year
0.98
0.83
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
-0.01
-0.54
Sharpe Ratio – 3 Years
0.13
0.40
Worst Rolling Year
5.64%
11.18%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−18.42%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
17.01%
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%