Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
−5.56%
19.55%
1 Year
34.70%
11.69%
3 Years
27.41%
15.46%
5 Years
32.51%
—
Since Inception
32.15%
23.05%
Fund Age
13 yrs 6 mo
3 yrs 4 mo
AUM
₹2,318.72 Cr
₹95.08 Cr
Alpha – 1 Year
35.05%
8.71%
Alpha – 3 Years
18.41%
3.58%
Information Ratio – 3 Years
1.03
0.52
Volatility – 1 Year
21.67%
27.25%
Volatility – 3 Years
15.53%
23.29%
Beta – 1 Year
0.28
1.44
Beta – 3 Years
0.35
1.22
Sharpe Ratio – 1 Year
1.24
0.33
Sharpe Ratio – 3 Years
1.31
0.66
Worst Rolling Year
-17.36%
15.47%
Value at Worst Rolling Year
₹0.83 Cr
₹1.15 Cr
Deepest Drawdown
−21.72%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
—
Number of Stocks
9
—
Portfolio P/E
14.68
—
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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%