Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Valtrust Momentum
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%
4.78%
6 Months
8.08%
15.08%
1 Year
10.16%
13.63%
3 Years
15.60%
16.91%
5 Years
—
—
Since Inception
19.84%
23.12%
Fund Age
6 yrs 11 mo
3 yrs 7 mo
AUM
₹3.18 Cr
₹78.91 Cr
Alpha – 1 Year
7.18%
8.91%
Alpha – 3 Years
3.72%
4.82%
Information Ratio – 3 Years
0.60
0.40
Volatility – 1 Year
19.93%
20.25%
Volatility – 3 Years
18.09%
21.43%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.14
1.18
Sharpe Ratio – 1 Year
0.31
0.47
Sharpe Ratio – 3 Years
0.60
0.59
Worst Rolling Year
14.68%
15.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−19.38%
−29.56%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 55% · S 12%
L 15% · M 30% · S 55%
Number of Stocks
29
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%