Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Sameeksha - Equity Fund
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%
−0.38%
6 Months
8.08%
11.48%
1 Year
10.16%
7.29%
3 Years
15.60%
16.29%
5 Years
—
16.45%
Since Inception
19.84%
20.67%
Fund Age
6 yrs 11 mo
10 yrs 4 mo
AUM
₹3.18 Cr
₹1,333.94 Cr
Alpha – 1 Year
7.18%
2.57%
Alpha – 3 Years
3.72%
4.20%
Information Ratio – 3 Years
0.60
0.52
Volatility – 1 Year
19.93%
21.33%
Volatility – 3 Years
18.09%
16.22%
Beta – 1 Year
1.12
1.18
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.31
0.18
Sharpe Ratio – 3 Years
0.60
0.69
Worst Rolling Year
14.68%
-0.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.99 Cr
Deepest Drawdown
−19.38%
−19.36%
Recovery Period
493 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
16.30%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
—
Number of Stocks
29
50
Portfolio P/E
38.53
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 0% / 0%