Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
3.11%
6 Months
8.08%
4.12%
1 Year
10.16%
−0.25%
3 Years
15.60%
10.95%
5 Years
—
10.56%
Since Inception
19.84%
10.62%
Fund Age
6 yrs 11 mo
13 yrs 8 mo
AUM
₹3.18 Cr
₹41.22 Cr
Alpha – 1 Year
7.18%
0.18%
Alpha – 3 Years
3.72%
2.39%
Information Ratio – 3 Years
0.60
0.52
Volatility – 1 Year
19.93%
20.61%
Volatility – 3 Years
18.09%
17.57%
Beta – 1 Year
1.12
1.24
Beta – 3 Years
1.14
1.19
Sharpe Ratio – 1 Year
0.31
-0.18
Sharpe Ratio – 3 Years
0.60
0.46
Worst Rolling Year
14.68%
-10.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.89 Cr
Deepest Drawdown
−19.38%
−22.41%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
16.30%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 31% · M 55% · S 12%
L 70% · M 29%
Number of Stocks
29
25
Portfolio P/E
38.53
36.71
Top 5 Holdings
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / 0%