Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
10.24%
6 Months
8.08%
31.65%
1 Year
10.16%
26.47%
3 Years
15.60%
18.72%
5 Years
—
16.28%
Since Inception
19.84%
14.51%
Fund Age
6 yrs 11 mo
10 yrs 10 mo
AUM
₹3.18 Cr
₹423.36 Cr
Alpha – 1 Year
7.18%
21.75%
Alpha – 3 Years
3.72%
6.63%
Information Ratio – 3 Years
0.60
0.36
Volatility – 1 Year
19.93%
28.25%
Volatility – 3 Years
18.09%
24.90%
Beta – 1 Year
1.12
1.32
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.31
0.78
Sharpe Ratio – 3 Years
0.60
0.60
Worst Rolling Year
14.68%
-5.98%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
−19.38%
−31.67%
Recovery Period
493 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
16.30%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 12% · M 6% · S 82%
Number of Stocks
29
62
Portfolio P/E
38.53
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%