Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
Wright Factor Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.41%
10.96%
6 Months
0.07%
14.84%
1 Year
4.08%
16.93%
3 Years
6.47%
—
5 Years
—
—
Since Inception
11.08%
20.33%
Fund Age
6 yrs 6 mo
3 yrs
AUM
₹1.91 Cr
₹214.05 Cr
Alpha – 1 Year
4.51%
12.21%
Alpha – 3 Years
−2.09%
—
Information Ratio – 3 Years
-0.44
0.51
Volatility – 1 Year
16.64%
22.29%
Volatility – 3 Years
14.35%
21.03%
Beta – 1 Year
0.98
0.97
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
-0.01
0.57
Sharpe Ratio – 3 Years
0.13
0.72
Worst Rolling Year
5.64%
18.92%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−18.42%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 7%
L 12% · M 21% · S 55%
Number of Stocks
50
25
Portfolio P/E
26.76
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%