Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap Portfolio
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
2.93%
6 Months
6.49%
19.55%
1 Year
7.74%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
3.50%
23.05%
Fund Age
18 mo
3 yrs 4 mo
AUM
₹90.44 Cr
₹95.08 Cr
Alpha – 1 Year
8.09%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
16.04%
27.25%
Volatility – 3 Years
—
23.29%
Beta – 1 Year
0.97
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.21
0.33
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.86%
−32.01%
Recovery Period
Not yet recovered
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 23% · S 27%
—
Number of Stocks
110
—
Portfolio P/E
36.94
—
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
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
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
—
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%