Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
3.12%
6 Months
15.19%
8.08%
1 Year
3.21%
10.16%
3 Years
19.65%
15.60%
5 Years
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Since Inception
25.09%
19.84%
Fund Age
3 yrs 5 mo
6 yrs 11 mo
AUM
₹4,148.34 Cr
₹3.18 Cr
Alpha – 1 Year
0.23%
7.18%
Alpha – 3 Years
7.77%
3.72%
Information Ratio – 3 Years
0.62
0.60
Volatility – 1 Year
21.54%
19.93%
Volatility – 3 Years
22.15%
18.09%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
-0.01
0.31
Sharpe Ratio – 3 Years
0.68
0.60
Worst Rolling Year
19.49%
14.68%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
−27.91%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
L 31% · M 55% · S 12%
Number of Stocks
26
29
Portfolio P/E
55.82
38.53
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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)
2% / 0% / 0%
2% / 1% / –