Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
ValPro Balanced B
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
0.41%
6 Months
0.07%
10.49%
1 Year
4.08%
18.36%
3 Years
6.47%
16.81%
5 Years
—
4.40%
Since Inception
11.08%
5.10%
Fund Age
6 yrs 6 mo
5 yrs 1 mo
AUM
₹1.91 Cr
₹8.98 Cr
Alpha – 1 Year
4.51%
19.78%
Alpha – 3 Years
−2.09%
9.07%
Information Ratio – 3 Years
-0.44
0.98
Volatility – 1 Year
16.64%
22.04%
Volatility – 3 Years
14.35%
16.11%
Beta – 1 Year
0.98
1.21
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
-0.01
0.60
Sharpe Ratio – 3 Years
0.13
0.72
Worst Rolling Year
5.64%
-1.98%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−18.42%
−17.34%
Recovery Period
Not yet recovered
219 days
1-Year Rolling Windows Positive
100.00%
94.64%
Median Rolling Year
7.94%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 65% · M 7% · S 9%
Number of Stocks
50
39
Portfolio P/E
26.76
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
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%