Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
SRE - Shield
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
−0.37%
6 Months
8.08%
3.64%
1 Year
10.16%
6.24%
3 Years
15.60%
9.36%
5 Years
—
8.05%
Since Inception
19.84%
9.66%
Fund Age
6 yrs 11 mo
8 yrs 3 mo
AUM
₹3.18 Cr
₹32.8 Cr
Alpha – 1 Year
7.18%
6.59%
Alpha – 3 Years
3.72%
0.36%
Information Ratio – 3 Years
0.60
0.14
Volatility – 1 Year
19.93%
18.27%
Volatility – 3 Years
18.09%
15.46%
Beta – 1 Year
1.12
1.08
Beta – 3 Years
1.14
1.07
Sharpe Ratio – 1 Year
0.31
0.15
Sharpe Ratio – 3 Years
0.60
0.34
Worst Rolling Year
14.68%
6.25%
Value at Worst Rolling Year
₹1.15 Cr
₹1.06 Cr
Deepest Drawdown
−19.38%
−22.11%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
12.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 58% · M 28% · S 8%
Number of Stocks
29
33
Portfolio P/E
38.53
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%