Portfolio Management Services (PMS)Compare Schemes
IDPL Wealthy Nivesh Multi-Asset PMS vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
IDPL Wealthy Nivesh Multi-Asset PMS
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.88%
3.12%
6 Months
—
8.08%
1 Year
—
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
−0.16%
19.84%
Fund Age
5 mo
6 yrs 11 mo
AUM
₹7.04 Cr
₹3.18 Cr
Alpha – 1 Year
—
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
—
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
—
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−19.38%
Recovery Period
—
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 38% · M 29% · S 25%
L 31% · M 55% · S 12%
Number of Stocks
7
29
Portfolio P/E
—
38.53
Top 5 Holdings
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
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 · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –