Portfolio Management Services (PMS)Compare Schemes
Capgrow - Special Situations vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Capgrow - Special Situations
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
4.29%
6 Months
10.00%
2.17%
1 Year
−1.96%
7.07%
3 Years
9.82%
15.12%
5 Years
10.88%
—
Since Inception
15.88%
19.80%
Fund Age
7 yrs 9 mo
7 yrs 3 mo
AUM
₹132.34 Cr
₹7.19 Cr
Alpha – 1 Year
−4.94%
7.50%
Alpha – 3 Years
−2.07%
6.56%
Information Ratio – 3 Years
-0.27
1.22
Volatility – 1 Year
23.02%
19.38%
Volatility – 3 Years
21.53%
16.31%
Beta – 1 Year
1.20
1.18
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.20
0.17
Sharpe Ratio – 3 Years
0.32
0.62
Worst Rolling Year
9.15%
14.31%
Value at Worst Rolling Year
₹1.09 Cr
₹1.14 Cr
Deepest Drawdown
−28.98%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.31%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 10% · M 2% · S 86%
L 73% · M 25%
Number of Stocks
59
100
Portfolio P/E
—
27.01
Top 5 Holdings
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –