Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.89%
3.12%
6 Months
26.09%
8.08%
1 Year
14.74%
10.16%
3 Years
18.63%
15.60%
5 Years
29.18%
—
Since Inception
45.31%
19.84%
Fund Age
7 yrs 1 mo
6 yrs 11 mo
AUM
₹1,025.6 Cr
₹3.18 Cr
Alpha – 1 Year
10.02%
7.18%
Alpha – 3 Years
6.54%
3.72%
Information Ratio – 3 Years
0.41
0.60
Volatility – 1 Year
29.04%
19.93%
Volatility – 3 Years
23.98%
18.09%
Beta – 1 Year
1.50
1.12
Beta – 3 Years
1.19
1.14
Sharpe Ratio – 1 Year
0.42
0.31
Sharpe Ratio – 3 Years
0.61
0.60
Worst Rolling Year
17.65%
14.68%
Value at Worst Rolling Year
₹1.18 Cr
₹1.15 Cr
Deepest Drawdown
−31.35%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
48.53%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 31% · M 55% · S 12%
Number of Stocks
182
29
Portfolio P/E
16.18
38.53
Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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 · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –