Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
2.93%
6 Months
11.19%
19.55%
1 Year
4.47%
11.69%
3 Years
14.82%
15.46%
5 Years
12.64%
—
Since Inception
13.38%
23.05%
Fund Age
19 yrs
3 yrs 4 mo
AUM
₹1,249 Cr
₹95.08 Cr
Alpha – 1 Year
4.82%
8.71%
Alpha – 3 Years
5.82%
3.58%
Information Ratio – 3 Years
0.87
0.52
Volatility – 1 Year
21.24%
27.25%
Volatility – 3 Years
17.51%
23.29%
Beta – 1 Year
1.09
1.44
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
0.05
0.33
Sharpe Ratio – 3 Years
0.69
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−32.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
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%