Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Solidarity Advisors - Prudence
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%
8.45%
6 Months
8.08%
29.49%
1 Year
10.16%
37.09%
3 Years
15.60%
18.49%
5 Years
—
12.39%
Since Inception
19.84%
18.64%
Fund Age
6 yrs 11 mo
10 yrs 3 mo
AUM
₹3.18 Cr
₹1,760.35 Cr
Alpha – 1 Year
7.18%
32.37%
Alpha – 3 Years
3.72%
6.40%
Information Ratio – 3 Years
0.60
0.52
Volatility – 1 Year
19.93%
25.02%
Volatility – 3 Years
18.09%
18.27%
Beta – 1 Year
1.12
1.22
Beta – 3 Years
1.14
0.89
Sharpe Ratio – 1 Year
0.31
1.18
Sharpe Ratio – 3 Years
0.60
0.74
Worst Rolling Year
14.68%
-0.28%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−19.38%
−13.15%
Recovery Period
493 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
16.30%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 11% · S 71%
Number of Stocks
29
13
Portfolio P/E
38.53
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%