Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Vallum India Discovery
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%
8.27%
6 Months
8.08%
25.28%
1 Year
10.16%
14.17%
3 Years
15.60%
11.84%
5 Years
—
13.19%
Since Inception
19.84%
20.72%
Fund Age
6 yrs 11 mo
5 yrs 11 mo
AUM
₹3.18 Cr
₹1,246.45 Cr
Alpha – 1 Year
7.18%
9.45%
Alpha – 3 Years
3.72%
−0.25%
Information Ratio – 3 Years
0.60
0.04
Volatility – 1 Year
19.93%
23.38%
Volatility – 3 Years
18.09%
20.74%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
0.31
0.45
Sharpe Ratio – 3 Years
0.60
0.42
Worst Rolling Year
14.68%
8.63%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−19.38%
−32.42%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.18%
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%
—
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0.5% / 0%