Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
8.08%
9.93%
1 Year
10.16%
7.49%
3 Years
15.60%
9.34%
5 Years
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Since Inception
19.84%
11.87%
Fund Age
6 yrs 11 mo
4 yrs 7 mo
AUM
₹3.18 Cr
₹1,953.44 Cr
Alpha – 1 Year
7.18%
2.77%
Alpha – 3 Years
3.72%
−2.75%
Information Ratio – 3 Years
0.60
-0.26
Volatility – 1 Year
19.93%
19.15%
Volatility – 3 Years
18.09%
16.91%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.14
1.03
Sharpe Ratio – 1 Year
0.31
0.19
Sharpe Ratio – 3 Years
0.60
0.30
Worst Rolling Year
14.68%
8.22%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−19.38%
−20.91%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 55% · S 12%
L 17% · M 8% · S 75%
Number of Stocks
29
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Portfolio P/E
38.53
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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