Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
3.12%
6 Months
−0.13%
8.08%
1 Year
−2.80%
10.16%
3 Years
13.20%
15.60%
5 Years
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Since Inception
13.51%
19.84%
Fund Age
3 yrs 8 mo
6 yrs 11 mo
AUM
₹30.6 Cr
₹3.18 Cr
Alpha – 1 Year
−5.78%
7.18%
Alpha – 3 Years
1.30%
3.72%
Information Ratio – 3 Years
0.16
0.60
Volatility – 1 Year
16.62%
19.93%
Volatility – 3 Years
16.99%
18.09%
Beta – 1 Year
0.93
1.12
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
-0.42
0.31
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
13.00%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−20.23%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 44% · M 26% · S 17%
L 31% · M 55% · S 12%
Number of Stocks
24
29
Portfolio P/E
32.10
38.53
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –