PMS · Equity · Thematic
Right Horizon - Alphabots
Fund size₹8 Cr
Alpha (3Y)−1.04%
3Y return13.33%
Fund age3 yrs 7 mo
Fund Manager
Mukul
Mukul
Fund Manager, PMS, Right Horizons
Born in New Delhi, Mukul Pal has spent the past 25 years developing quantitative investment strategies for active managers across the globe. He began his career at the Bombay Stock Exchange, supporting major Indian financial institutions, before expanding his advisory practice to Europe, where he worked with asset managers and the securities arms of global banks. Holding two master’s degrees—in finance and statistics—he also earned the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations. His significant contributions to financial technology have earned him recognition from MIT, and he has been invited to speak at prominent conferences worldwide, including the Princeton–Chicago Quant Conference. He has also played a pivotal role in bringing financial innovations to NASDAQ. Today, he leads a deep tech firm in Toronto, delivering advanced solutions that are designed to deliver alpha.
Managing AUM₹20 Cr
Growth of₹Cr
Right Horizon Alphabots
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Right Horizon Alphabots—0.26%16.56%13.33%—11.39%
NIFTY 50 TRI−12.33%4.18%15.30%15.62%—13.49%
Excess over benchmark—−3.92%1.26%−2.29%—−2.10%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2022.
Risk : What you take on to earn the return
Volatility
23.49%
Benchmark approx 22.16%
A standard deviation reflecting historical swings.
Sensitivity
0.93
Beta vs benchmark 1.00 · 7% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.49
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
42
P/E ratio
29.99
P/B ratio
3.09
Dividend yield
0.13%
Avg market cap
₹1.42 L Cr
Median market cap
₹84,055 Cr
Asset class
Equity
Market cap
Large cap66.82%
Mid cap23.05%
Small cap2.42%
Cash & others7.71%
As on 31 Dec 2022
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 18.33% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.25% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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