Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
ValPro Alpha A
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%
0.73%
6 Months
0.07%
20.81%
1 Year
4.08%
18.30%
3 Years
6.47%
17.96%
5 Years
—
12.95%
Since Inception
11.08%
15.75%
Fund Age
6 yrs 6 mo
5 yrs 4 mo
AUM
₹1.91 Cr
₹193.44 Cr
Alpha – 1 Year
4.51%
19.72%
Alpha – 3 Years
−2.09%
10.22%
Information Ratio – 3 Years
-0.44
1.02
Volatility – 1 Year
16.64%
26.31%
Volatility – 3 Years
14.35%
19.93%
Beta – 1 Year
0.98
1.42
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
-0.01
0.55
Sharpe Ratio – 3 Years
0.13
0.67
Worst Rolling Year
5.64%
8.87%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−18.42%
−19.69%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 31% · M 8% · S 35%
Number of Stocks
50
112
Portfolio P/E
26.76
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%