Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.12%
6 Months
3.83%
8.08%
1 Year
9.77%
10.16%
3 Years
13.19%
15.60%
5 Years
12.01%
—
Since Inception
14.38%
19.84%
Fund Age
6 yrs 8 mo
6 yrs 11 mo
AUM
₹42.66 Cr
₹3.18 Cr
Alpha – 1 Year
3.80%
7.18%
Alpha – 3 Years
2.30%
3.72%
Information Ratio – 3 Years
0.23
0.60
Volatility – 1 Year
15.84%
19.93%
Volatility – 3 Years
12.64%
18.09%
Beta – 1 Year
1.56
1.12
Beta – 3 Years
1.48
1.14
Sharpe Ratio – 1 Year
0.32
0.31
Sharpe Ratio – 3 Years
0.70
0.60
Worst Rolling Year
9.09%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−15.18%
−19.38%
Recovery Period
119 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
L 31% · M 55% · S 12%
Number of Stocks
16
29
Portfolio P/E
—
38.53
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 1% / 0%
2% / 1% / –