Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
1.32%
6 Months
−5.38%
3.83%
1 Year
−6.70%
9.77%
3 Years
7.98%
13.19%
5 Years
—
12.01%
Since Inception
7.98%
14.38%
Fund Age
2 yrs 11 mo
6 yrs 8 mo
AUM
₹7.31 Cr
₹42.66 Cr
Alpha – 1 Year
−6.35%
3.80%
Alpha – 3 Years
−1.02%
2.30%
Information Ratio – 3 Years
-0.08
0.23
Volatility – 1 Year
17.44%
15.84%
Volatility – 3 Years
15.65%
12.64%
Beta – 1 Year
1.08
1.56
Beta – 3 Years
—
1.48
Sharpe Ratio – 1 Year
-0.61
0.32
Sharpe Ratio – 3 Years
0.22
0.70
Worst Rolling Year
—
9.09%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−21.15%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 37% · M 21% · S 27%
Number of Stocks
66
16
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%