Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.00%
6 Months
−5.38%
20.83%
1 Year
−6.70%
12.18%
3 Years
7.98%
13.97%
5 Years
—
17.12%
Since Inception
7.98%
15.75%
Fund Age
2 yrs 11 mo
13 yrs 8 mo
AUM
₹7.31 Cr
₹205.48 Cr
Alpha – 1 Year
−6.35%
9.20%
Alpha – 3 Years
−1.02%
2.09%
Information Ratio – 3 Years
-0.08
0.40
Volatility – 1 Year
17.44%
27.53%
Volatility – 3 Years
15.65%
22.15%
Beta – 1 Year
1.08
1.45
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
-0.61
0.35
Sharpe Ratio – 3 Years
0.22
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−21.15%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 61% · M 26% · S 9%
L 17% · M 21% · S 60%
Number of Stocks
66
30
Portfolio P/E
27.03
46.79
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%