Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
True-Equity Factor Quant
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%
1.09%
6 Months
8.08%
3.47%
1 Year
10.16%
−3.80%
3 Years
15.60%
11.26%
5 Years
—
—
Since Inception
19.84%
13.40%
Fund Age
6 yrs 11 mo
3 yrs 11 mo
AUM
₹3.18 Cr
₹143.29 Cr
Alpha – 1 Year
7.18%
−6.78%
Alpha – 3 Years
3.72%
−0.63%
Information Ratio – 3 Years
0.60
-0.10
Volatility – 1 Year
19.93%
15.14%
Volatility – 3 Years
18.09%
16.91%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.31
-0.54
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
14.68%
11.18%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
−19.38%
−27.14%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
17.01%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 31% · M 55% · S 12%
—
Number of Stocks
29
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
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%