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Abans Growth and Momentum vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
3.12%
6 Months
7.53%
8.08%
1 Year
10.69%
10.16%
3 Years
9.96%
15.60%
5 Years
10.97%
—
Since Inception
20.53%
19.84%
Fund Age
14 yrs 7 mo
6 yrs 11 mo
AUM
₹132.39 Cr
₹3.18 Cr
Alpha – 1 Year
5.97%
7.18%
Alpha – 3 Years
−2.13%
3.72%
Information Ratio – 3 Years
-0.28
0.60
Volatility – 1 Year
20.88%
19.93%
Volatility – 3 Years
19.08%
18.09%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.34
0.31
Sharpe Ratio – 3 Years
0.32
0.60
Worst Rolling Year
-4.87%
14.68%
Value at Worst Rolling Year
₹0.95 Cr
₹1.15 Cr
Deepest Drawdown
−22.42%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 31% · M 55% · S 12%
Number of Stocks
23
29
Portfolio P/E
60.38
38.53
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –