Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Systamatix - Dynamic Investment
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%
7.60%
6 Months
8.08%
26.61%
1 Year
10.16%
33.69%
3 Years
15.60%
25.74%
5 Years
—
21.83%
Since Inception
19.84%
—
Fund Age
6 yrs 11 mo
8 yrs 4 mo
AUM
₹3.18 Cr
₹158.52 Cr
Alpha – 1 Year
7.18%
29.93%
Alpha – 3 Years
3.72%
14.85%
Information Ratio – 3 Years
0.60
1.52
Volatility – 1 Year
19.93%
19.82%
Volatility – 3 Years
18.09%
19.44%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.14
1.06
Sharpe Ratio – 1 Year
0.31
1.29
Sharpe Ratio – 3 Years
0.60
1.16
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%
L 31% · M 28% · S 38%
Number of Stocks
29
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%