Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
3.12%
6 Months
21.51%
8.08%
1 Year
15.87%
10.16%
3 Years
14.38%
15.60%
5 Years
17.96%
—
Since Inception
16.82%
19.84%
Fund Age
8 yrs 9 mo
6 yrs 11 mo
AUM
₹1,503.25 Cr
₹3.18 Cr
Alpha – 1 Year
11.15%
7.18%
Alpha – 3 Years
2.29%
3.72%
Information Ratio – 3 Years
0.39
0.60
Volatility – 1 Year
27.51%
19.93%
Volatility – 3 Years
22.70%
18.09%
Beta – 1 Year
1.48
1.12
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.47
0.31
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
1.64%
14.68%
Value at Worst Rolling Year
₹1.02 Cr
₹1.15 Cr
Deepest Drawdown
−24.39%
−19.38%
Recovery Period
122 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 31% · M 55% · S 12%
Number of Stocks
17
29
Portfolio P/E
—
38.53
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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 · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –