Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Right Horizons - Super Value Fund
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
3.36%
3.00%
6 Months
18.59%
20.83%
1 Year
13.77%
12.18%
3 Years
9.52%
13.97%
5 Years
8.40%
17.12%
Since Inception
10.24%
15.75%
Fund Age
11 yrs
13 yrs 8 mo
AUM
₹20.83 Cr
₹205.48 Cr
Alpha – 1 Year
14.12%
9.20%
Alpha – 3 Years
0.53%
2.09%
Information Ratio – 3 Years
0.07
0.40
Volatility – 1 Year
22.14%
27.53%
Volatility – 3 Years
20.01%
22.15%
Beta – 1 Year
1.14
1.45
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.45
0.35
Sharpe Ratio – 3 Years
0.29
0.55
Worst Rolling Year
-15.27%
-9.57%
Value at Worst Rolling Year
₹0.85 Cr
₹0.90 Cr
Deepest Drawdown
−27.52%
−29.31%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
93.51%
Median Rolling Year
10.76%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 7% · M 9% · S 77%
L 17% · M 21% · S 60%
Number of Stocks
25
30
Portfolio P/E
29.80
46.79
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%