Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
3.12%
6 Months
10.76%
8.08%
1 Year
8.14%
10.16%
3 Years
7.76%
15.60%
5 Years
10.03%
—
Since Inception
11.69%
19.84%
Fund Age
6 yrs 8 mo
6 yrs 11 mo
AUM
₹87.23 Cr
₹3.18 Cr
Alpha – 1 Year
8.57%
7.18%
Alpha – 3 Years
−0.81%
3.72%
Information Ratio – 3 Years
0.02
0.60
Volatility – 1 Year
23.09%
19.93%
Volatility – 3 Years
18.26%
18.09%
Beta – 1 Year
1.29
1.12
Beta – 3 Years
1.11
1.14
Sharpe Ratio – 1 Year
0.21
0.31
Sharpe Ratio – 3 Years
0.22
0.60
Worst Rolling Year
6.59%
14.68%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−25.42%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 31% · M 55% · S 12%
Number of Stocks
41
29
Portfolio P/E
25.23
38.53
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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% / –