Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
7.67%
6 Months
8.08%
27.70%
1 Year
10.16%
47.52%
3 Years
15.60%
23.98%
5 Years
—
15.87%
Since Inception
19.84%
18.55%
Fund Age
6 yrs 11 mo
16 yrs 2 mo
AUM
₹3.18 Cr
₹1,022.92 Cr
Alpha – 1 Year
7.18%
42.80%
Alpha – 3 Years
3.72%
11.89%
Information Ratio – 3 Years
0.60
1.12
Volatility – 1 Year
19.93%
28.29%
Volatility – 3 Years
18.09%
20.76%
Beta – 1 Year
1.12
1.36
Beta – 3 Years
1.14
1.07
Sharpe Ratio – 1 Year
0.31
1.33
Sharpe Ratio – 3 Years
0.60
0.99
Worst Rolling Year
14.68%
-4.58%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−19.38%
−19.51%
Recovery Period
493 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
16.30%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 22% · M 32% · S 42%
Number of Stocks
29
26
Portfolio P/E
38.53
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%