Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
8.08%
19.55%
1 Year
10.16%
11.69%
3 Years
15.60%
15.46%
5 Years
—
—
Since Inception
19.84%
23.05%
Fund Age
6 yrs 11 mo
3 yrs 4 mo
AUM
₹3.18 Cr
₹95.08 Cr
Alpha – 1 Year
7.18%
8.71%
Alpha – 3 Years
3.72%
3.58%
Information Ratio – 3 Years
0.60
0.52
Volatility – 1 Year
19.93%
27.25%
Volatility – 3 Years
18.09%
23.29%
Beta – 1 Year
1.12
1.44
Beta – 3 Years
1.14
1.22
Sharpe Ratio – 1 Year
0.31
0.33
Sharpe Ratio – 3 Years
0.60
0.66
Worst Rolling Year
14.68%
15.47%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
−19.38%
−32.01%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 55% · S 12%
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Number of Stocks
29
—
Portfolio P/E
38.53
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%