Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
8.08%
1.92%
1 Year
10.16%
0.43%
3 Years
15.60%
—
5 Years
—
—
Since Inception
19.84%
6.17%
Fund Age
6 yrs 11 mo
2 yrs 2 mo
AUM
₹3.18 Cr
₹22.98 Cr
Alpha – 1 Year
7.18%
−2.55%
Alpha – 3 Years
3.72%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
19.93%
16.90%
Volatility – 3 Years
18.09%
—
Beta – 1 Year
1.12
0.96
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.31
-0.22
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−19.38%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
29
41
Portfolio P/E
38.53
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%