Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
3.12%
6 Months
4.25%
8.08%
1 Year
−3.44%
10.16%
3 Years
9.79%
15.60%
5 Years
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Since Inception
10.87%
19.84%
Fund Age
3 yrs
6 yrs 11 mo
AUM
₹15.27 Cr
₹3.18 Cr
Alpha – 1 Year
−3.09%
7.18%
Alpha – 3 Years
0.79%
3.72%
Information Ratio – 3 Years
0.12
0.60
Volatility – 1 Year
22.93%
19.93%
Volatility – 3 Years
21.19%
18.09%
Beta – 1 Year
1.23
1.12
Beta – 3 Years
1.16
1.14
Sharpe Ratio – 1 Year
-0.28
0.31
Sharpe Ratio – 3 Years
0.30
0.60
Worst Rolling Year
9.80%
14.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−27.79%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 0% · S 97%
L 31% · M 55% · S 12%
Number of Stocks
46
29
Portfolio P/E
22.80
38.53
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%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –