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FIRST--Moderate strategy vs Right Horizons - Supervalue Aggressive

FIRST--Moderate strategy

Right Horizons - Supervalue Aggressive

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Growth of ₹1 Crore

FIRST--Moderate strategy

Right Horizons - Supervalue Aggressive

Return for the risk

3 yrs return

10%

15%

20%

Right Horizons - Supervalue Aggressive

15.5% • vol 23.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.61%

2.93%

6 Months

4.10%

19.55%

1 Year

8.70%

11.69%

3 Years

—

15.46%

5 Years

—

Since Inception

9.63%

23.05%

Fund Age

2 yrs 4 mo

3 yrs 4 mo

AUM

₹98.62 Cr

₹95.08 Cr

Alpha – 1 Year

3.50%

8.71%

Alpha – 3 Years

—

3.58%

Information Ratio – 3 Years

—

0.52

Volatility – 1 Year

0.83%

27.25%

Volatility – 3 Years

—

23.29%

Beta – 1 Year

0.26

1.44

Beta – 3 Years

—

1.22

Sharpe Ratio – 1 Year

3.58

0.33

Sharpe Ratio – 3 Years

—

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

—

Number of Stocks

—

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

1.00% / yr

Performance Fee / Plan

Fixed Plan

20% of profit, above 8%

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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