Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.12%
6 Months
−5.38%
8.08%
1 Year
−6.70%
10.16%
3 Years
7.98%
15.60%
5 Years
—
—
Since Inception
7.98%
19.84%
Fund Age
2 yrs 11 mo
6 yrs 11 mo
AUM
₹7.31 Cr
₹3.18 Cr
Alpha – 1 Year
−6.35%
7.18%
Alpha – 3 Years
−1.02%
3.72%
Information Ratio – 3 Years
-0.08
0.60
Volatility – 1 Year
17.44%
19.93%
Volatility – 3 Years
15.65%
18.09%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.61
0.31
Sharpe Ratio – 3 Years
0.22
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−21.15%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 31% · M 55% · S 12%
Number of Stocks
66
29
Portfolio P/E
27.03
38.53
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%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –