Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Tamohara - Q Strategy
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%
−0.46%
6 Months
8.08%
6.77%
1 Year
10.16%
7.38%
3 Years
15.60%
9.03%
5 Years
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Since Inception
19.84%
10.29%
Fund Age
6 yrs 11 mo
4 yrs 2 mo
AUM
₹3.18 Cr
₹9.69 Cr
Alpha – 1 Year
7.18%
7.73%
Alpha – 3 Years
3.72%
0.04%
Information Ratio – 3 Years
0.60
0.09
Volatility – 1 Year
19.93%
17.08%
Volatility – 3 Years
18.09%
16.18%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.14
1.08
Sharpe Ratio – 1 Year
0.31
0.20
Sharpe Ratio – 3 Years
0.60
0.33
Worst Rolling Year
14.68%
7.39%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−19.38%
−24.88%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 55% · S 12%
L 41% · M 53%
Number of Stocks
29
22
Portfolio P/E
38.53
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / – / –