Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Valcreate Recovery Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Valcreate Recovery Strategy
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%
8.44%
6 Months
0.07%
34.55%
1 Year
4.08%
23.09%
3 Years
6.47%
—
5 Years
—
—
Since Inception
11.08%
20.88%
Fund Age
6 yrs 6 mo
14 mo
AUM
₹1.91 Cr
₹1.34 Cr
Alpha – 1 Year
4.51%
18.37%
Alpha – 3 Years
−2.09%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
16.64%
—
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.01
—
Sharpe Ratio – 3 Years
0.13
—
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%
—
Number of Stocks
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%
—
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% / –
0% / 0% / 0%