Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
4.29%
6 Months
18.59%
2.17%
1 Year
13.77%
7.07%
3 Years
9.52%
15.12%
5 Years
8.40%
—
Since Inception
10.24%
19.80%
Fund Age
11 yrs
7 yrs 3 mo
AUM
₹20.83 Cr
₹7.19 Cr
Alpha – 1 Year
14.12%
7.50%
Alpha – 3 Years
0.53%
6.56%
Information Ratio – 3 Years
0.07
1.22
Volatility – 1 Year
22.14%
19.38%
Volatility – 3 Years
20.01%
16.31%
Beta – 1 Year
1.14
1.18
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.45
0.17
Sharpe Ratio – 3 Years
0.29
0.62
Worst Rolling Year
-15.27%
14.31%
Value at Worst Rolling Year
₹0.85 Cr
₹1.14 Cr
Deepest Drawdown
−27.52%
−17.66%
Recovery Period
441 days
308 days
1-Year Rolling Windows Positive
76.89%
100.00%
Median Rolling Year
10.76%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 9% · S 77%
L 73% · M 25%
Number of Stocks
25
100
Portfolio P/E
29.80
27.01
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –