PMS · Equity · Large Cap
Right Horizons - Alphabots India 100
Fund size₹7 Cr
Alpha (3Y)5.80%
3Y return15.12%
Fund age7 yrs 3 mo
Fund Manager
Growth of₹Cr
Right Horizons Alphabots India 100
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Right Horizons Alphabots India 1000.23%7.07%2.52%15.12%—19.80%
NIFTY 50 TRI−5.93%−0.43%0.06%8.56%—12.11%
Excess over benchmark6.16%7.50%2.46%6.56%—7.69%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
16.31%
Benchmark approx 13.39%
A standard deviation reflecting historical swings.
Sensitivity
1.13
Beta vs benchmark 1.00 · 13% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.62
Sharpe
Excess return gained per unit of volatility.
Capture ratio
126 / 97
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −17.66% from its 27 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 02 Jan 2026 after 308 days.
Max drawdowns
−17.66%
Recovery period
308 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme27 Sep 202428 Feb 2025−17.66%154 days02 Jan 2026308 days
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak27 Sep 2024
Trough28 Feb 2025
Depth−17.66%
Fell over154 days
Recovered02 Jan 2026
Recovery took308 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
100
P/E ratio
27.01
P/B ratio
3.41
Dividend yield
0.39%
Avg market cap
₹2.94 L Cr
Median market cap
₹1.59 L Cr
Asset class
Equity
Market cap
Large cap72.68%
Mid cap24.54%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a −50.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Simple
Fixed Management Fee1.25% / yr
Performance FeeNone
Hurdle RateAbove 10%
PerformancePlan C · Shared upside
Fixed Management Fee10.00% / yr
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 2.00% within 1 year, 1.00% within 2 years. Lock-in: Nil.
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