Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
18.59%
8.08%
1 Year
13.77%
10.16%
3 Years
9.52%
15.60%
5 Years
8.40%
—
Since Inception
10.24%
19.84%
Fund Age
11 yrs
6 yrs 11 mo
AUM
₹20.83 Cr
₹3.18 Cr
Alpha – 1 Year
14.12%
7.18%
Alpha – 3 Years
0.53%
3.72%
Information Ratio – 3 Years
0.07
0.60
Volatility – 1 Year
22.14%
19.93%
Volatility – 3 Years
20.01%
18.09%
Beta – 1 Year
1.14
1.12
Beta – 3 Years
1.14
1.14
Sharpe Ratio – 1 Year
0.45
0.31
Sharpe Ratio – 3 Years
0.29
0.60
Worst Rolling Year
-15.27%
14.68%
Value at Worst Rolling Year
₹0.85 Cr
₹1.15 Cr
Deepest Drawdown
−27.52%
−19.38%
Recovery Period
441 days
493 days
1-Year Rolling Windows Positive
76.89%
100.00%
Median Rolling Year
10.76%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 9% · S 77%
L 31% · M 55% · S 12%
Number of Stocks
25
29
Portfolio P/E
29.80
38.53
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%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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)
3% / 2% / 1%
2% / 1% / –