Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
2.93%
6 Months
24.60%
19.55%
1 Year
7.56%
11.69%
3 Years
20.98%
15.46%
5 Years
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Since Inception
24.10%
23.05%
Fund Age
4 yrs 4 mo
3 yrs 4 mo
AUM
₹3.89 Cr
₹95.08 Cr
Alpha – 1 Year
4.58%
8.71%
Alpha – 3 Years
9.08%
3.58%
Information Ratio – 3 Years
0.07
0.52
Volatility – 1 Year
32.74%
27.25%
Volatility – 3 Years
27.24%
23.29%
Beta – 1 Year
1.49
1.44
Beta – 3 Years
1.30
1.22
Sharpe Ratio – 1 Year
0.20
0.33
Sharpe Ratio – 3 Years
0.49
0.66
Worst Rolling Year
17.91%
15.47%
Value at Worst Rolling Year
₹1.18 Cr
₹1.15 Cr
Deepest Drawdown
−34.40%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
27
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Portfolio P/E
52.77
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Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
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Fixed Fee
2.25% / 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%