Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
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
1.08%
3.12%
6 Months
1.74%
8.08%
1 Year
10.49%
10.16%
3 Years
12.80%
15.60%
5 Years
12.91%
—
Since Inception
15.37%
19.84%
Fund Age
7 yrs 7 mo
6 yrs 11 mo
AUM
₹15.96 Cr
₹3.18 Cr
Alpha – 1 Year
10.84%
7.18%
Alpha – 3 Years
3.80%
3.72%
Information Ratio – 3 Years
0.47
0.60
Volatility – 1 Year
19.22%
19.93%
Volatility – 3 Years
17.53%
18.09%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
0.34
0.31
Sharpe Ratio – 3 Years
0.48
0.60
Worst Rolling Year
12.46%
14.68%
Value at Worst Rolling Year
₹1.12 Cr
₹1.15 Cr
Deepest Drawdown
−19.38%
−19.38%
Recovery Period
275 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 15% · S 21%
L 31% · M 55% · S 12%
Number of Stocks
38
29
Portfolio P/E
24.65
38.53
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / –