Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
3.12%
6 Months
16.85%
8.08%
1 Year
9.30%
10.16%
3 Years
14.05%
15.60%
5 Years
14.30%
—
Since Inception
24.29%
19.84%
Fund Age
14 yrs 10 mo
6 yrs 11 mo
AUM
₹372.24 Cr
₹3.18 Cr
Alpha – 1 Year
4.58%
7.18%
Alpha – 3 Years
1.97%
3.72%
Information Ratio – 3 Years
0.33
0.60
Volatility – 1 Year
21.18%
19.93%
Volatility – 3 Years
20.18%
18.09%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.27
0.31
Sharpe Ratio – 3 Years
0.49
0.60
Worst Rolling Year
-10.46%
14.68%
Value at Worst Rolling Year
₹0.90 Cr
₹1.15 Cr
Deepest Drawdown
−23.77%
−19.38%
Recovery Period
99 days
493 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
2% / 1% / –