Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Samvitti-PMS Long Term 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%
7.49%
6 Months
8.08%
27.88%
1 Year
10.16%
29.03%
3 Years
15.60%
18.18%
5 Years
—
15.45%
Since Inception
19.84%
16.74%
Fund Age
6 yrs 11 mo
10 yrs 9 mo
AUM
₹3.18 Cr
₹245.99 Cr
Alpha – 1 Year
7.18%
24.31%
Alpha – 3 Years
3.72%
6.09%
Information Ratio – 3 Years
0.60
0.49
Volatility – 1 Year
19.93%
21.97%
Volatility – 3 Years
18.09%
17.89%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.31
1.03
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
14.68%
1.53%
Value at Worst Rolling Year
₹1.15 Cr
₹1.02 Cr
Deepest Drawdown
−19.38%
−20.27%
Recovery Period
493 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 36% · M 27% · S 36%
Number of Stocks
29
44
Portfolio P/E
38.53
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%