Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
3.00%
6 Months
−5.56%
20.83%
1 Year
34.70%
12.18%
3 Years
27.41%
13.97%
5 Years
32.51%
17.12%
Since Inception
32.15%
15.75%
Fund Age
13 yrs 6 mo
13 yrs 8 mo
AUM
₹2,318.72 Cr
₹205.48 Cr
Alpha – 1 Year
35.05%
9.20%
Alpha – 3 Years
18.41%
2.09%
Information Ratio – 3 Years
1.03
0.40
Volatility – 1 Year
21.67%
27.53%
Volatility – 3 Years
15.53%
22.15%
Beta – 1 Year
0.28
1.45
Beta – 3 Years
0.35
1.20
Sharpe Ratio – 1 Year
1.24
0.35
Sharpe Ratio – 3 Years
1.31
0.55
Worst Rolling Year
-17.36%
-9.57%
Value at Worst Rolling Year
₹0.83 Cr
₹0.90 Cr
Deepest Drawdown
−21.72%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
93.51%
Median Rolling Year
37.79%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 4% · M 6% · S 13%
L 17% · M 21% · S 60%
Number of Stocks
9
30
Portfolio P/E
14.68
46.79
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%