Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Wallfort-Diversified Fund
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Right Horizons - Alphabots India Largecap 50
Wallfort-Diversified Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.41%
0.44%
6 Months
0.07%
24.87%
1 Year
4.08%
7.81%
3 Years
6.47%
29.92%
5 Years
—
26.50%
Since Inception
11.08%
23.67%
Fund Age
6 yrs 6 mo
5 yrs 9 mo
AUM
₹1.91 Cr
₹607.62 Cr
Alpha – 1 Year
4.51%
3.09%
Alpha – 3 Years
−2.09%
17.83%
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
16.64%
37.31%
Volatility – 3 Years
14.35%
29.20%
Beta – 1 Year
0.98
1.91
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.01
0.22
Sharpe Ratio – 3 Years
0.13
2.38
Worst Rolling Year
5.64%
7.15%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−18.42%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
36.18%
5-Year Rolling Windows Positive
—
100.00%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%