Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
1.32%
6 Months
4.25%
3.83%
1 Year
−3.44%
9.77%
3 Years
9.79%
13.19%
5 Years
—
12.01%
Since Inception
10.87%
14.38%
Fund Age
3 yrs
6 yrs 8 mo
AUM
₹15.27 Cr
₹42.66 Cr
Alpha – 1 Year
−3.09%
3.80%
Alpha – 3 Years
0.79%
2.30%
Information Ratio – 3 Years
0.12
0.23
Volatility – 1 Year
22.93%
15.84%
Volatility – 3 Years
21.19%
12.64%
Beta – 1 Year
1.23
1.56
Beta – 3 Years
1.16
1.48
Sharpe Ratio – 1 Year
-0.28
0.32
Sharpe Ratio – 3 Years
0.30
0.70
Worst Rolling Year
9.80%
9.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−27.79%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 37% · M 21% · S 27%
Number of Stocks
46
16
Portfolio P/E
22.80
—
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%