Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
3.79%
6 Months
8.08%
18.76%
1 Year
10.16%
31.67%
3 Years
15.60%
24.57%
5 Years
—
—
Since Inception
19.84%
26.31%
Fund Age
6 yrs 11 mo
2 yrs 4 mo
AUM
₹3.18 Cr
₹160.31 Cr
Alpha – 1 Year
7.18%
26.95%
Alpha – 3 Years
3.72%
12.48%
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
19.93%
17.93%
Volatility – 3 Years
18.09%
20.59%
Beta – 1 Year
1.12
0.80
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.31
1.34
Sharpe Ratio – 3 Years
0.60
1.78
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−19.38%
−12.22%
Recovery Period
493 days
69 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.30%
—
5-Year Rolling Windows Positive
—
—
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%