Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
3.12%
6 Months
10.26%
8.08%
1 Year
20.10%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
21.53%
19.84%
Fund Age
18 mo
6 yrs 11 mo
AUM
₹79.16 Cr
₹3.18 Cr
Alpha – 1 Year
17.12%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
19.38%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
0.85
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.76
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.77%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 31% · M 55% · S 12%
Number of Stocks
66
29
Portfolio P/E
52.54
38.53
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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 · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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% / –