Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
3.12%
6 Months
8.20%
8.08%
1 Year
15.48%
10.16%
3 Years
18.05%
15.60%
5 Years
15.54%
—
Since Inception
14.61%
19.84%
Fund Age
10 yrs 4 mo
6 yrs 11 mo
AUM
₹747.6 Cr
₹3.18 Cr
Alpha – 1 Year
15.83%
7.18%
Alpha – 3 Years
9.06%
3.72%
Information Ratio – 3 Years
0.72
0.60
Volatility – 1 Year
18.67%
19.93%
Volatility – 3 Years
21.45%
18.09%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.31
1.14
Sharpe Ratio – 1 Year
0.58
0.31
Sharpe Ratio – 3 Years
0.64
0.60
Worst Rolling Year
-13.89%
14.68%
Value at Worst Rolling Year
₹0.86 Cr
₹1.15 Cr
Deepest Drawdown
−30.97%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 50% · S 14%
L 31% · M 55% · S 12%
Number of Stocks
25
29
Portfolio P/E
31.22
38.53
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
2% / 1% / –