Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
7.88%
6 Months
0.07%
6.39%
1 Year
4.08%
0.37%
3 Years
6.47%
11.18%
5 Years
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Since Inception
11.08%
4.21%
Fund Age
6 yrs 6 mo
4 yrs 6 mo
AUM
₹1.91 Cr
₹59.82 Cr
Alpha – 1 Year
4.51%
−2.61%
Alpha – 3 Years
−2.09%
−0.71%
Information Ratio – 3 Years
-0.44
0.13
Volatility – 1 Year
16.64%
22.91%
Volatility – 3 Years
14.35%
17.96%
Beta – 1 Year
0.98
1.09
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
-0.01
-0.11
Sharpe Ratio – 3 Years
0.13
0.38
Worst Rolling Year
5.64%
3.87%
Value at Worst Rolling Year
₹1.06 Cr
₹1.04 Cr
Deepest Drawdown
−18.42%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
12.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 90% · M 7%
L 40% · M 26% · S 33%
Number of Stocks
50
35
Portfolio P/E
26.76
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%