Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
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
1.80%
3.12%
6 Months
2.80%
8.08%
1 Year
4.89%
10.16%
3 Years
12.23%
15.60%
5 Years
10.64%
—
Since Inception
8.93%
19.84%
Fund Age
12 yrs
6 yrs 11 mo
AUM
₹134.76 Cr
₹3.18 Cr
Alpha – 1 Year
−1.08%
7.18%
Alpha – 3 Years
1.34%
3.72%
Information Ratio – 3 Years
0.07
0.60
Volatility – 1 Year
10.79%
19.93%
Volatility – 3 Years
9.62%
18.09%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.10
1.14
Sharpe Ratio – 1 Year
-0.01
0.31
Sharpe Ratio – 3 Years
0.69
0.60
Worst Rolling Year
0.05%
14.68%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−11.50%
−19.38%
Recovery Period
80 days
493 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 31% · M 55% · S 12%
Number of Stocks
33
29
Portfolio P/E
25.96
38.53
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / –