Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
3.12%
6 Months
11.91%
8.08%
1 Year
10.06%
10.16%
3 Years
13.81%
15.60%
5 Years
13.88%
—
Since Inception
20.20%
19.84%
Fund Age
15 yrs 1 mo
6 yrs 11 mo
AUM
₹980.13 Cr
₹3.18 Cr
Alpha – 1 Year
5.36%
7.18%
Alpha – 3 Years
1.71%
3.72%
Information Ratio – 3 Years
0.21
0.60
Volatility – 1 Year
18.76%
19.93%
Volatility – 3 Years
19.39%
18.09%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.32
0.31
Sharpe Ratio – 3 Years
0.49
0.60
Worst Rolling Year
-23.74%
14.68%
Value at Worst Rolling Year
₹0.76 Cr
₹1.15 Cr
Deepest Drawdown
−24.32%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
84.14%
100.00%
Median Rolling Year
24.84%
16.30%
5-Year Rolling Windows Positive
95.08%
—
Market-Cap Mix
L 9% · M 13% · S 73%
L 31% · M 55% · S 12%
Number of Stocks
20
29
Portfolio P/E
22.60
38.53
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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)
0% / 0% / 0%
2% / 1% / –