Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
3.00%
6 Months
12.77%
20.83%
1 Year
18.71%
12.18%
3 Years
16.31%
13.97%
5 Years
16.50%
17.12%
Since Inception
12.31%
15.75%
Fund Age
20 yrs 2 mo
13 yrs 8 mo
AUM
₹81.03 Cr
₹205.48 Cr
Alpha – 1 Year
13.99%
9.20%
Alpha – 3 Years
4.22%
2.09%
Information Ratio – 3 Years
0.46
0.40
Volatility – 1 Year
18.60%
27.53%
Volatility – 3 Years
18.73%
22.15%
Beta – 1 Year
0.98
1.45
Beta – 3 Years
1.07
1.20
Sharpe Ratio – 1 Year
0.73
0.35
Sharpe Ratio – 3 Years
0.63
0.55
Worst Rolling Year
-17.65%
-9.57%
Value at Worst Rolling Year
₹0.82 Cr
₹0.90 Cr
Deepest Drawdown
−25.73%
−29.31%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
93.51%
Median Rolling Year
14.50%
17.67%
5-Year Rolling Windows Positive
86.34%
99.05%
Market-Cap Mix
L 18% · M 28% · S 49%
L 17% · M 21% · S 60%
Number of Stocks
23
30
Portfolio P/E
43.00
46.79
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%