Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Valtrust equity hybrid funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
1.21%
6 Months
8.08%
−0.18%
1 Year
10.16%
13.93%
3 Years
15.60%
17.19%
5 Years
—
—
Since Inception
19.84%
19.70%
Fund Age
6 yrs 11 mo
3 yrs 5 mo
AUM
₹3.18 Cr
₹1.75 Cr
Alpha – 1 Year
7.18%
9.34%
Alpha – 3 Years
3.72%
7.74%
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
19.93%
11.62%
Volatility – 3 Years
18.09%
9.82%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.31
0.73
Sharpe Ratio – 3 Years
0.60
1.14
Worst Rolling Year
14.68%
16.78%
Value at Worst Rolling Year
₹1.15 Cr
₹1.17 Cr
Deepest Drawdown
−19.38%
−9.12%
Recovery Period
493 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.03%
5-Year Rolling Windows Positive
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—
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%