Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
3.12%
6 Months
3.75%
8.08%
1 Year
−5.76%
10.16%
3 Years
3.98%
15.60%
5 Years
6.05%
—
Since Inception
9.94%
19.84%
Fund Age
7 yrs 9 mo
6 yrs 11 mo
AUM
₹45.09 Cr
₹3.18 Cr
Alpha – 1 Year
−8.74%
7.18%
Alpha – 3 Years
−7.91%
3.72%
Information Ratio – 3 Years
-1.11
0.60
Volatility – 1 Year
21.69%
19.93%
Volatility – 3 Years
18.00%
18.09%
Beta – 1 Year
1.21
1.12
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
-0.42
0.31
Sharpe Ratio – 3 Years
0.01
0.60
Worst Rolling Year
3.08%
14.68%
Value at Worst Rolling Year
₹1.03 Cr
₹1.15 Cr
Deepest Drawdown
−29.01%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 31% · M 55% · S 12%
Number of Stocks
43
29
Portfolio P/E
—
38.53
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –