Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
3.12%
6 Months
12.65%
8.08%
1 Year
22.80%
10.16%
3 Years
18.05%
15.60%
5 Years
41.98%
—
Since Inception
7.54%
19.84%
Fund Age
9 yrs 2 mo
6 yrs 11 mo
AUM
₹9.17 Cr
₹3.18 Cr
Alpha – 1 Year
24.84%
7.18%
Alpha – 3 Years
11.40%
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
21.50%
19.93%
Volatility – 3 Years
17.94%
18.09%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.82
0.31
Sharpe Ratio – 3 Years
0.76
0.60
Worst Rolling Year
-34.33%
14.68%
Value at Worst Rolling Year
₹0.66 Cr
₹1.15 Cr
Deepest Drawdown
−18.33%
−19.38%
Recovery Period
81 days
493 days
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
16.30%
5-Year Rolling Windows Positive
74.51%
—
Market-Cap Mix
L 13% · M 14% · S 73%
L 31% · M 55% · S 12%
Number of Stocks
18
29
Portfolio P/E
18.68
38.53
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –