Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Unifi BCAD
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%
2.20%
6 Months
8.08%
6.88%
1 Year
10.16%
5.29%
3 Years
15.60%
8.34%
5 Years
—
9.52%
Since Inception
19.84%
13.35%
Fund Age
6 yrs 11 mo
8 yrs 3 mo
AUM
₹3.18 Cr
₹237.35 Cr
Alpha – 1 Year
7.18%
0.57%
Alpha – 3 Years
3.72%
−3.75%
Information Ratio – 3 Years
0.60
-0.44
Volatility – 1 Year
19.93%
19.09%
Volatility – 3 Years
18.09%
16.74%
Beta – 1 Year
1.12
1.07
Beta – 3 Years
1.14
1.01
Sharpe Ratio – 1 Year
0.31
0.09
Sharpe Ratio – 3 Years
0.60
0.25
Worst Rolling Year
14.68%
7.37%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−19.38%
−20.73%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
—
Number of Stocks
29
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%