Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Unifi APJ 20*
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%
3.07%
6 Months
8.08%
13.63%
1 Year
10.16%
10.76%
3 Years
15.60%
13.00%
5 Years
—
13.13%
Since Inception
19.84%
20.07%
Fund Age
6 yrs 11 mo
10 yrs 11 mo
AUM
₹3.18 Cr
₹942.94 Cr
Alpha – 1 Year
7.18%
6.04%
Alpha – 3 Years
3.72%
0.91%
Information Ratio – 3 Years
0.60
0.27
Volatility – 1 Year
19.93%
18.61%
Volatility – 3 Years
18.09%
17.55%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
1.14
1.01
Sharpe Ratio – 1 Year
0.31
0.35
Sharpe Ratio – 3 Years
0.60
0.49
Worst Rolling Year
14.68%
-10.32%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
−19.38%
−17.59%
Recovery Period
493 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
16.30%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 15% · M 3% · S 82%
Number of Stocks
29
—
Portfolio P/E
38.53
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
—