Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Valtrust Momentum
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%
4.78%
6 Months
0.07%
15.08%
1 Year
4.08%
13.63%
3 Years
6.47%
16.91%
5 Years
—
—
Since Inception
11.08%
23.12%
Fund Age
6 yrs 6 mo
3 yrs 7 mo
AUM
₹1.91 Cr
₹78.91 Cr
Alpha – 1 Year
4.51%
8.91%
Alpha – 3 Years
−2.09%
4.82%
Information Ratio – 3 Years
-0.44
0.40
Volatility – 1 Year
16.64%
20.25%
Volatility – 3 Years
14.35%
21.43%
Beta – 1 Year
0.98
1.06
Beta – 3 Years
1.00
1.18
Sharpe Ratio – 1 Year
-0.01
0.47
Sharpe Ratio – 3 Years
0.13
0.59
Worst Rolling Year
5.64%
15.66%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−18.42%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 90% · M 7%
L 15% · M 30% · S 55%
Number of Stocks
50
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%