Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
ValueQuest - Growth
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%
1.42%
6 Months
0.07%
31.94%
1 Year
4.08%
21.84%
3 Years
6.47%
17.21%
5 Years
—
16.75%
Since Inception
11.08%
18.18%
Fund Age
6 yrs 6 mo
13 yrs 5 mo
AUM
₹1.91 Cr
₹2,035.08 Cr
Alpha – 1 Year
4.51%
18.86%
Alpha – 3 Years
−2.09%
5.32%
Information Ratio – 3 Years
-0.44
0.50
Volatility – 1 Year
16.64%
24.29%
Volatility – 3 Years
14.35%
19.24%
Beta – 1 Year
0.98
1.15
Beta – 3 Years
1.00
1.04
Sharpe Ratio – 1 Year
-0.01
0.70
Sharpe Ratio – 3 Years
0.13
0.65
Worst Rolling Year
5.64%
-15.08%
Value at Worst Rolling Year
₹1.06 Cr
₹0.85 Cr
Deepest Drawdown
−18.42%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
7.94%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 90% · M 7%
L 23% · M 1% · S 69%
Number of Stocks
50
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%