Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Wave-Bloom
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%
−0.67%
6 Months
8.08%
−7.55%
1 Year
10.16%
0.34%
3 Years
15.60%
—
5 Years
—
—
Since Inception
19.84%
12.70%
Fund Age
6 yrs 11 mo
2 yrs 3 mo
AUM
₹3.18 Cr
₹7.52 Cr
Alpha – 1 Year
7.18%
−2.64%
Alpha – 3 Years
3.72%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
19.93%
8.98%
Volatility – 3 Years
18.09%
—
Beta – 1 Year
1.12
0.39
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.31
-0.50
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−19.38%
−10.25%
Recovery Period
493 days
Not yet recovered
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%
L 71% · M 18% · S 10%
Number of Stocks
29
10
Portfolio P/E
38.53
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
—