Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Right Horizons - Alphabots Midcap 29
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Alpha Alternatives - Systematic Equity
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.12%
6 Months
3.88%
8.08%
1 Year
−7.98%
10.16%
3 Years
11.06%
15.60%
5 Years
10.06%
—
Since Inception
11.56%
19.84%
Fund Age
5 yrs 3 mo
6 yrs 11 mo
AUM
₹106.37 Cr
₹3.18 Cr
Alpha – 1 Year
−10.96%
7.18%
Alpha – 3 Years
−0.82%
3.72%
Information Ratio – 3 Years
0.00
0.60
Volatility – 1 Year
16.00%
19.93%
Volatility – 3 Years
17.59%
18.09%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.78
0.31
Sharpe Ratio – 3 Years
0.42
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−19.38%
Recovery Period
—
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –