PMS · Equity · Mid Cap
Right Horizons - Alphabots Midcap 29
Fund size₹3 Cr
Alpha (3Y)2.81%
3Y return15.60%
Fund age6 yrs 11 mo
Fund Manager
Growth of₹Cr
Right Horizons Alphabots Midcap 29
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Right Horizons Alphabots Midcap 295.51%10.16%3.13%15.60%—19.84%
Nifty 500−1.07%2.98%0.42%11.88%—16.15%
Excess over benchmark6.58%7.18%2.71%3.72%—3.69%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
18.09%
Benchmark approx 14.72%
A standard deviation reflecting historical swings.
Sensitivity
1.14
Beta vs benchmark 1.00 · 14% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.60
Sharpe
Excess return gained per unit of volatility.
Capture ratio
115 / 102
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.38% from its 26 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 06 Jul 2026 after 493 days.
Max drawdowns
−19.38%
Recovery period
493 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme26 Sep 202428 Feb 2025−19.38%155 days06 Jul 2026493 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak26 Sep 2024
Trough28 Feb 2025
Depth−19.38%
Fell over155 days
Recovered06 Jul 2026
Recovery took493 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
29
P/E ratio
38.53
P/B ratio
5.05
Dividend yield
0.34%
Avg market cap
₹1.14 L Cr
Median market cap
₹56,459 Cr
Asset class
Equity
Market cap
Large cap31.31%
Mid cap55.17%
Small cap11.59%
Cash & others1.93%
As on 31 Jul 2026
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 −50.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Simple
Fixed Management Fee1.25% / yr
Performance FeeNone
Hurdle RateAbove 10%
PerformancePlan C · Shared upside
Fixed Management Fee10.00% / yr
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 2.00% within 1 year, 1.00% within 2 years. Lock-in: Nil.
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