Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
3.12%
6 Months
26.95%
8.08%
1 Year
13.12%
10.16%
3 Years
17.80%
15.60%
5 Years
15.04%
—
Since Inception
22.70%
19.84%
Fund Age
8 yrs
6 yrs 11 mo
AUM
₹357.26 Cr
₹3.18 Cr
Alpha – 1 Year
10.14%
7.18%
Alpha – 3 Years
5.90%
3.72%
Information Ratio – 3 Years
0.31
0.60
Volatility – 1 Year
32.38%
19.93%
Volatility – 3 Years
25.45%
18.09%
Beta – 1 Year
1.68
1.12
Beta – 3 Years
1.37
1.14
Sharpe Ratio – 1 Year
0.36
0.31
Sharpe Ratio – 3 Years
0.56
0.60
Worst Rolling Year
11.19%
14.68%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−26.50%
−19.38%
Recovery Period
80 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 31% · M 55% · S 12%
Number of Stocks
42
29
Portfolio P/E
42.01
38.53
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –