PMS · Equity · Large Cap
Right Horizons - Alphabots India Largecap 50
Fund size₹2 Cr
Alpha (3Y)−1.88%
3Y return6.47%
Fund age6 yrs 6 mo
Fund Manager
Growth of₹Cr
Right Horizons Alphabots India Largecap 50
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Right Horizons Alphabots India Largecap 50−1.72%4.08%−2.75%6.47%—11.08%
NIFTY 50 TRI−5.93%−0.43%0.06%8.56%—12.11%
Excess over benchmark4.21%4.51%−2.81%−2.09%—−1.03%
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
14.35%
Benchmark approx 13.31%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
0.13
Sharpe
Excess return gained per unit of volatility.
Capture ratio
88 / 94
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 −18.42% from its 27 Sep 2024 peak to a 07 Apr 2025 trough. It has not yet recovered.
Max drawdowns
−18.42%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme27 Sep 202407 Apr 2025−18.42%192 days––
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak27 Sep 2024
Trough07 Apr 2025
Depth−18.42%
Fell over192 days
Recovered–
Recovery took–
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
50
P/E ratio
26.76
P/B ratio
3.72
Dividend yield
0.42%
Avg market cap
₹3.68 L Cr
Median market cap
₹3.08 L Cr
Asset class
Equity
Market cap
Large cap90.20%
Mid cap6.58%
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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