Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Sowilo Multicap Fund
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%
3.12%
6 Months
8.08%
20.18%
1 Year
10.16%
17.30%
3 Years
15.60%
18.32%
5 Years
—
—
Since Inception
19.84%
21.17%
Fund Age
6 yrs 11 mo
3 yrs 2 mo
AUM
₹3.18 Cr
₹171.55 Cr
Alpha – 1 Year
7.18%
12.58%
Alpha – 3 Years
3.72%
6.23%
Information Ratio – 3 Years
0.60
0.82
Volatility – 1 Year
19.93%
24.39%
Volatility – 3 Years
18.09%
21.61%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.14
1.25
Sharpe Ratio – 1 Year
0.31
0.55
Sharpe Ratio – 3 Years
0.60
0.70
Worst Rolling Year
14.68%
18.30%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
−19.38%
−26.88%
Recovery Period
493 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 55% · S 12%
L 4% · M 4% · S 88%
Number of Stocks
29
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%