Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
1.47%
6 Months
8.08%
5.42%
1 Year
10.16%
9.64%
3 Years
15.60%
10.36%
5 Years
—
7.75%
Since Inception
19.84%
11.08%
Fund Age
6 yrs 11 mo
9 yrs 11 mo
AUM
₹3.18 Cr
₹66.05 Cr
Alpha – 1 Year
7.18%
9.99%
Alpha – 3 Years
3.72%
1.36%
Information Ratio – 3 Years
0.60
0.51
Volatility – 1 Year
19.93%
17.05%
Volatility – 3 Years
18.09%
14.23%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.31
0.31
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
14.68%
0.57%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−19.38%
−17.08%
Recovery Period
493 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
16.30%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 84% · M 12%
Number of Stocks
29
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
—