Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Spark - Flexicap
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%
−0.91%
6 Months
8.08%
−6.35%
1 Year
10.16%
3.05%
3 Years
15.60%
10.74%
5 Years
—
13.00%
Since Inception
19.84%
14.74%
Fund Age
6 yrs 11 mo
7 yrs 8 mo
AUM
₹3.18 Cr
₹460.92 Cr
Alpha – 1 Year
7.18%
3.40%
Alpha – 3 Years
3.72%
1.74%
Information Ratio – 3 Years
0.60
0.33
Volatility – 1 Year
19.93%
15.87%
Volatility – 3 Years
18.09%
14.99%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.31
-0.07
Sharpe Ratio – 3 Years
0.60
0.41
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−19.38%
—
Recovery Period
493 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.30%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 55% · S 12%
—
Number of Stocks
29
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%