Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Unifi Blended - Rangoli
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Right Horizons - Alphabots Midcap 29
Unifi Blended - Rangoli
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%
3.17%
6 Months
8.08%
10.91%
1 Year
10.16%
10.45%
3 Years
15.60%
10.60%
5 Years
—
10.74%
Since Inception
19.84%
18.07%
Fund Age
6 yrs 11 mo
9 yrs 2 mo
AUM
₹3.18 Cr
₹11,464.61 Cr
Alpha – 1 Year
7.18%
5.73%
Alpha – 3 Years
3.72%
−1.49%
Information Ratio – 3 Years
0.60
-0.11
Volatility – 1 Year
19.93%
18.78%
Volatility – 3 Years
18.09%
16.83%
Beta – 1 Year
1.12
1.04
Beta – 3 Years
1.14
1.02
Sharpe Ratio – 1 Year
0.31
0.34
Sharpe Ratio – 3 Years
0.60
0.37
Worst Rolling Year
14.68%
4.89%
Value at Worst Rolling Year
₹1.15 Cr
₹1.05 Cr
Deepest Drawdown
−19.38%
−19.94%
Recovery Period
493 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 24% · M 11% · S 66%
Number of Stocks
29
—
Portfolio P/E
38.53
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%