Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
3.00%
6 Months
10.15%
20.83%
1 Year
12.93%
12.18%
3 Years
12.10%
13.97%
5 Years
10.60%
17.12%
Since Inception
13.10%
15.75%
Fund Age
10 yrs 8 mo
13 yrs 8 mo
AUM
₹49.28 Cr
₹205.48 Cr
Alpha – 1 Year
8.21%
9.20%
Alpha – 3 Years
0.00%
2.09%
Information Ratio – 3 Years
0.10
0.40
Volatility – 1 Year
16.76%
27.53%
Volatility – 3 Years
17.14%
22.15%
Beta – 1 Year
0.93
1.45
Beta – 3 Years
1.02
1.20
Sharpe Ratio – 1 Year
0.49
0.35
Sharpe Ratio – 3 Years
0.45
0.55
Worst Rolling Year
-3.09%
-9.57%
Value at Worst Rolling Year
₹0.97 Cr
₹0.90 Cr
Deepest Drawdown
−23.63%
−29.31%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
93.51%
Median Rolling Year
15.06%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 57% · M 21% · S 22%
L 17% · M 21% · S 60%
Number of Stocks
82
30
Portfolio P/E
—
46.79
Top 5 Holdings
Hitachi Energy India Ltd · 4.44%
TVS Motor Company Ltd · 4.17%
Apollo Hospitals Enterprise Ltd · 3.97%
Hindalco Industries Ltd · 3.96%
Polycab India Ltd · 3.91%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%