Portfolio Management Services (PMS)Compare Schemes
JM Financial - The Opportunistic vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
JM Financial - The Opportunistic
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.65%
2.93%
6 Months
21.60%
19.55%
1 Year
21.16%
11.69%
3 Years
24.80%
15.46%
5 Years
17.88%
—
Since Inception
9.69%
23.05%
Fund Age
9 yrs 2 mo
3 yrs 4 mo
AUM
₹10.09 Cr
₹95.08 Cr
Alpha – 1 Year
18.18%
8.71%
Alpha – 3 Years
12.91%
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
1.87%
27.25%
Volatility – 3 Years
1.87%
23.29%
Beta – 1 Year
—
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
16.58
0.33
Sharpe Ratio – 3 Years
16.58
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
L 33% · M 13% · S 49%
—
Number of Stocks
22
—
Portfolio P/E
38.25
—
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
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%