Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
3.12%
6 Months
9.28%
8.08%
1 Year
4.13%
10.16%
3 Years
7.71%
15.60%
5 Years
8.27%
—
Since Inception
11.49%
19.84%
Fund Age
8 yrs 5 mo
6 yrs 11 mo
AUM
₹123.55 Cr
₹3.18 Cr
Alpha – 1 Year
−0.59%
7.18%
Alpha – 3 Years
−4.38%
3.72%
Information Ratio – 3 Years
-0.33
0.60
Volatility – 1 Year
21.50%
19.93%
Volatility – 3 Years
16.95%
18.09%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
-0.02
0.31
Sharpe Ratio – 3 Years
0.26
0.60
Worst Rolling Year
7.04%
14.68%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−24.41%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 31% · M 55% · S 12%
Number of Stocks
20
29
Portfolio P/E
49.58
38.53
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –