Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
3.12%
6 Months
−4.32%
8.08%
1 Year
−3.76%
10.16%
3 Years
4.26%
15.60%
5 Years
5.30%
—
Since Inception
15.06%
19.84%
Fund Age
16 yrs 6 mo
6 yrs 11 mo
AUM
₹6,178.21 Cr
₹3.18 Cr
Alpha – 1 Year
−6.74%
7.18%
Alpha – 3 Years
−7.62%
3.72%
Information Ratio – 3 Years
-1.54
0.60
Volatility – 1 Year
17.92%
19.93%
Volatility – 3 Years
14.61%
18.09%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.91
1.14
Sharpe Ratio – 1 Year
-0.43
0.31
Sharpe Ratio – 3 Years
-0.01
0.60
Worst Rolling Year
-1.02%
14.68%
Value at Worst Rolling Year
₹0.99 Cr
₹1.15 Cr
Deepest Drawdown
−20.59%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 27% · S 20%
L 31% · M 55% · S 12%
Number of Stocks
34
29
Portfolio P/E
33.48
38.53
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
2% / 1% / –