Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
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
5.09%
3.12%
6 Months
12.77%
8.08%
1 Year
18.71%
10.16%
3 Years
16.31%
15.60%
5 Years
16.50%
—
Since Inception
12.31%
19.84%
Fund Age
20 yrs 2 mo
6 yrs 11 mo
AUM
₹81.03 Cr
₹3.18 Cr
Alpha – 1 Year
13.99%
7.18%
Alpha – 3 Years
4.22%
3.72%
Information Ratio – 3 Years
0.46
0.60
Volatility – 1 Year
18.60%
19.93%
Volatility – 3 Years
18.73%
18.09%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
1.07
1.14
Sharpe Ratio – 1 Year
0.73
0.31
Sharpe Ratio – 3 Years
0.63
0.60
Worst Rolling Year
-17.65%
14.68%
Value at Worst Rolling Year
₹0.82 Cr
₹1.15 Cr
Deepest Drawdown
−25.73%
−19.38%
Recovery Period
498 days
493 days
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
16.30%
5-Year Rolling Windows Positive
86.34%
—
Market-Cap Mix
L 18% · M 28% · S 49%
L 31% · M 55% · S 12%
Number of Stocks
23
29
Portfolio P/E
43.00
38.53
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –