Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
3.00%
6 Months
−2.32%
20.83%
1 Year
−4.30%
12.18%
3 Years
4.86%
13.97%
5 Years
5.12%
17.12%
Since Inception
13.15%
15.75%
Fund Age
16 yrs 7 mo
13 yrs 8 mo
AUM
₹21.07 Cr
₹205.48 Cr
Alpha – 1 Year
−7.28%
9.20%
Alpha – 3 Years
−7.02%
2.09%
Information Ratio – 3 Years
-1.10
0.40
Volatility – 1 Year
16.85%
27.53%
Volatility – 3 Years
18.06%
22.15%
Beta – 1 Year
0.95
1.45
Beta – 3 Years
1.07
1.20
Sharpe Ratio – 1 Year
-0.50
0.35
Sharpe Ratio – 3 Years
0.05
0.55
Worst Rolling Year
-4.57%
-9.57%
Value at Worst Rolling Year
₹0.95 Cr
₹0.90 Cr
Deepest Drawdown
−24.09%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
93.51%
Median Rolling Year
13.12%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 12% · M 53% · S 34%
L 17% · M 21% · S 60%
Number of Stocks
34
30
Portfolio P/E
41.34
46.79
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%