Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
3.00%
6 Months
19.69%
20.83%
1 Year
25.97%
12.18%
3 Years
17.02%
13.97%
5 Years
—
17.12%
Since Inception
24.02%
15.75%
Fund Age
4 yrs 2 mo
13 yrs 8 mo
AUM
₹101.01 Cr
₹205.48 Cr
Alpha – 1 Year
21.25%
9.20%
Alpha – 3 Years
4.93%
2.09%
Information Ratio – 3 Years
0.46
0.40
Volatility – 1 Year
21.63%
27.53%
Volatility – 3 Years
19.42%
22.15%
Beta – 1 Year
1.10
1.45
Beta – 3 Years
1.04
1.20
Sharpe Ratio – 1 Year
0.93
0.35
Sharpe Ratio – 3 Years
0.65
0.55
Worst Rolling Year
16.82%
-9.57%
Value at Worst Rolling Year
₹1.17 Cr
₹0.90 Cr
Deepest Drawdown
−20.44%
−29.31%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
19.58%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 26% · M 14% · S 51%
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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 · 25.29%
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)
—
2% / 1% / 0%