Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
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
3.57%
3.00%
6 Months
13.27%
20.83%
1 Year
19.25%
12.18%
3 Years
19.26%
13.97%
5 Years
12.69%
17.12%
Since Inception
18.49%
15.75%
Fund Age
7 yrs 3 mo
13 yrs 8 mo
AUM
₹40.18 Cr
₹205.48 Cr
Alpha – 1 Year
14.53%
9.20%
Alpha – 3 Years
7.17%
2.09%
Information Ratio – 3 Years
0.70
0.40
Volatility – 1 Year
26.49%
27.53%
Volatility – 3 Years
18.75%
22.15%
Beta – 1 Year
1.37
1.45
Beta – 3 Years
1.06
1.20
Sharpe Ratio – 1 Year
0.59
0.35
Sharpe Ratio – 3 Years
0.71
0.55
Worst Rolling Year
12.14%
-9.57%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−15.45%
−29.31%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
20.15%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 13% · M 41% · S 44%
L 17% · M 21% · S 60%
Number of Stocks
36
30
Portfolio P/E
41.94
46.79
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%