Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Wealth Managers - Focused Leadership Portfolio
Right Horizons - Alphabots India Largecap 50
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
0.07%
13.10%
1 Year
4.08%
18.11%
3 Years
6.47%
14.56%
5 Years
—
8.71%
Since Inception
11.08%
13.67%
Fund Age
6 yrs 6 mo
11 yrs 2 mo
AUM
₹1.91 Cr
₹138.06 Cr
Alpha – 1 Year
4.51%
18.46%
Alpha – 3 Years
−2.09%
5.57%
Information Ratio – 3 Years
-0.44
0.62
Volatility – 1 Year
16.64%
22.83%
Volatility – 3 Years
14.35%
16.72%
Beta – 1 Year
0.98
1.29
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
-0.01
0.61
Sharpe Ratio – 3 Years
0.13
0.55
Worst Rolling Year
5.64%
-8.44%
Value at Worst Rolling Year
₹1.06 Cr
₹0.92 Cr
Deepest Drawdown
−18.42%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
7.94%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 38% · M 14% · S 45%
Number of Stocks
50
18
Portfolio P/E
26.76
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%