Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
8.08%
12.02%
1 Year
10.16%
4.98%
3 Years
15.60%
—
5 Years
—
—
Since Inception
19.84%
2.03%
Fund Age
6 yrs 11 mo
1 yr 10 mo
AUM
₹3.18 Cr
₹167.29 Cr
Alpha – 1 Year
7.18%
0.26%
Alpha – 3 Years
3.72%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
19.93%
26.96%
Volatility – 3 Years
18.09%
—
Beta – 1 Year
1.12
1.44
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.31
0.10
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−19.38%
−22.46%
Recovery Period
493 days
Not yet recovered
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%
M 5% · S 94%
Number of Stocks
29
20
Portfolio P/E
38.53
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2.5% / 1.5% / 0%