Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
ValueQuest - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
1.42%
6 Months
8.08%
31.94%
1 Year
10.16%
21.84%
3 Years
15.60%
17.21%
5 Years
—
16.75%
Since Inception
19.84%
18.18%
Fund Age
6 yrs 11 mo
13 yrs 5 mo
AUM
₹3.18 Cr
₹2,035.08 Cr
Alpha – 1 Year
7.18%
18.86%
Alpha – 3 Years
3.72%
5.32%
Information Ratio – 3 Years
0.60
0.50
Volatility – 1 Year
19.93%
24.29%
Volatility – 3 Years
18.09%
19.24%
Beta – 1 Year
1.12
1.15
Beta – 3 Years
1.14
1.04
Sharpe Ratio – 1 Year
0.31
0.70
Sharpe Ratio – 3 Years
0.60
0.65
Worst Rolling Year
14.68%
-15.08%
Value at Worst Rolling Year
₹1.15 Cr
₹0.85 Cr
Deepest Drawdown
−19.38%
−8.16%
Recovery Period
493 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
16.30%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 31% · M 55% · S 12%
L 23% · M 1% · S 69%
Number of Stocks
29
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 1% / 1%