Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Samvitti-PMS Active Alpha Multicap
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Right Horizons - Alphabots Midcap 29
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.12%
10.15%
6 Months
8.08%
31.39%
1 Year
10.16%
26.01%
3 Years
15.60%
19.28%
5 Years
—
23.67%
Since Inception
19.84%
28.23%
Fund Age
6 yrs 11 mo
5 yrs 4 mo
AUM
₹3.18 Cr
₹483.07 Cr
Alpha – 1 Year
7.18%
21.29%
Alpha – 3 Years
3.72%
7.19%
Information Ratio – 3 Years
0.60
0.38
Volatility – 1 Year
19.93%
27.77%
Volatility – 3 Years
18.09%
26.19%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.31
0.78
Sharpe Ratio – 3 Years
0.60
0.61
Worst Rolling Year
14.68%
19.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−19.38%
−32.66%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 12% · M 6% · S 81%
Number of Stocks
29
63
Portfolio P/E
38.53
62.66
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%
—
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%