Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
Wright Factor Fund
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%
10.96%
6 Months
8.08%
14.84%
1 Year
10.16%
16.93%
3 Years
15.60%
—
5 Years
—
—
Since Inception
19.84%
20.33%
Fund Age
6 yrs 11 mo
3 yrs
AUM
₹3.18 Cr
₹214.05 Cr
Alpha – 1 Year
7.18%
12.21%
Alpha – 3 Years
3.72%
—
Information Ratio – 3 Years
0.60
0.51
Volatility – 1 Year
19.93%
22.29%
Volatility – 3 Years
18.09%
21.03%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
0.31
0.57
Sharpe Ratio – 3 Years
0.60
0.72
Worst Rolling Year
14.68%
18.92%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−19.38%
−27.91%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 55% · S 12%
L 12% · M 21% · S 55%
Number of Stocks
29
25
Portfolio P/E
38.53
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%