Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
3.11%
6 Months
4.25%
4.12%
1 Year
−3.44%
−0.25%
3 Years
9.79%
10.95%
5 Years
—
10.56%
Since Inception
10.87%
10.62%
Fund Age
3 yrs
13 yrs 8 mo
AUM
₹15.27 Cr
₹41.22 Cr
Alpha – 1 Year
−3.09%
0.18%
Alpha – 3 Years
0.79%
2.39%
Information Ratio – 3 Years
0.12
0.52
Volatility – 1 Year
22.93%
20.61%
Volatility – 3 Years
21.19%
17.57%
Beta – 1 Year
1.23
1.24
Beta – 3 Years
1.16
1.19
Sharpe Ratio – 1 Year
-0.28
-0.18
Sharpe Ratio – 3 Years
0.30
0.46
Worst Rolling Year
9.80%
-10.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.89 Cr
Deepest Drawdown
−27.79%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
11.35%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 0% · S 97%
L 70% · M 29%
Number of Stocks
46
25
Portfolio P/E
22.80
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%