Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Sundaram Alternate - SISOP
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%
5.72%
6 Months
8.08%
23.48%
1 Year
10.16%
38.68%
3 Years
15.60%
26.01%
5 Years
—
16.58%
Since Inception
19.84%
18.98%
Fund Age
6 yrs 11 mo
16 yrs 6 mo
AUM
₹3.18 Cr
₹1,885.18 Cr
Alpha – 1 Year
7.18%
33.96%
Alpha – 3 Years
3.72%
13.92%
Information Ratio – 3 Years
0.60
1.27
Volatility – 1 Year
19.93%
28.06%
Volatility – 3 Years
18.09%
20.41%
Beta – 1 Year
1.12
1.39
Beta – 3 Years
1.14
1.06
Sharpe Ratio – 1 Year
0.31
1.12
Sharpe Ratio – 3 Years
0.60
1.06
Worst Rolling Year
14.68%
-4.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−19.38%
−18.24%
Recovery Period
493 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
16.30%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 31% · M 55% · S 12%
L 40% · M 32% · S 24%
Number of Stocks
29
28
Portfolio P/E
38.53
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%