Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
8.72%
6 Months
8.08%
28.59%
1 Year
10.16%
28.02%
3 Years
15.60%
18.67%
5 Years
—
17.18%
Since Inception
19.84%
20.03%
Fund Age
6 yrs 11 mo
5 yrs 4 mo
AUM
₹3.18 Cr
₹221.27 Cr
Alpha – 1 Year
7.18%
28.37%
Alpha – 3 Years
3.72%
9.68%
Information Ratio – 3 Years
0.60
0.87
Volatility – 1 Year
19.93%
22.32%
Volatility – 3 Years
18.09%
17.88%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.14
0.95
Sharpe Ratio – 1 Year
0.31
0.99
Sharpe Ratio – 3 Years
0.60
0.81
Worst Rolling Year
14.68%
13.69%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−19.38%
−20.50%
Recovery Period
493 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 19% · M 4% · S 74%
Number of Stocks
29
29
Portfolio P/E
38.53
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / – / –