Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
3.12%
6 Months
19.31%
8.08%
1 Year
11.21%
10.16%
3 Years
13.34%
15.60%
5 Years
15.02%
—
Since Inception
17.08%
19.84%
Fund Age
5 yrs 4 mo
6 yrs 11 mo
AUM
₹135.65 Cr
₹3.18 Cr
Alpha – 1 Year
6.49%
7.18%
Alpha – 3 Years
1.25%
3.72%
Information Ratio – 3 Years
0.12
0.60
Volatility – 1 Year
20.71%
19.93%
Volatility – 3 Years
17.79%
18.09%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.97
1.14
Sharpe Ratio – 1 Year
0.35
0.31
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
12.49%
14.68%
Value at Worst Rolling Year
₹1.12 Cr
₹1.15 Cr
Deepest Drawdown
−25.10%
−19.38%
Recovery Period
493 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 24% · S 55%
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / –