Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
3.12%
6 Months
10.60%
8.08%
1 Year
2.51%
10.16%
3 Years
7.68%
15.60%
5 Years
9.38%
—
Since Inception
10.51%
19.84%
Fund Age
9 yrs 6 mo
6 yrs 11 mo
AUM
₹804.15 Cr
₹3.18 Cr
Alpha – 1 Year
2.94%
7.18%
Alpha – 3 Years
−0.89%
3.72%
Information Ratio – 3 Years
-0.08
0.60
Volatility – 1 Year
21.76%
19.93%
Volatility – 3 Years
17.30%
18.09%
Beta – 1 Year
1.23
1.12
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
-0.04
0.31
Sharpe Ratio – 3 Years
0.20
0.60
Worst Rolling Year
-3.22%
14.68%
Value at Worst Rolling Year
₹0.97 Cr
₹1.15 Cr
Deepest Drawdown
−26.72%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 31% · M 55% · S 12%
Number of Stocks
42
29
Portfolio P/E
35.23
38.53
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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 · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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)
3% / 2% / 1%
2% / 1% / –