Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
3.93%
6 Months
8.08%
25.32%
1 Year
10.16%
18.21%
3 Years
15.60%
32.70%
5 Years
—
23.63%
Since Inception
19.84%
28.38%
Fund Age
6 yrs 11 mo
7 yrs 10 mo
AUM
₹3.18 Cr
₹8,686.39 Cr
Alpha – 1 Year
7.18%
13.49%
Alpha – 3 Years
3.72%
20.61%
Information Ratio – 3 Years
0.60
1.92
Volatility – 1 Year
19.93%
22.97%
Volatility – 3 Years
18.09%
19.40%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.31
0.61
Sharpe Ratio – 3 Years
0.60
1.30
Worst Rolling Year
14.68%
17.00%
Value at Worst Rolling Year
₹1.15 Cr
₹1.17 Cr
Deepest Drawdown
−19.38%
−22.23%
Recovery Period
493 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 37% · M 30% · S 25%
Number of Stocks
29
43
Portfolio P/E
38.53
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%