Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
2.93%
6 Months
2.87%
19.55%
1 Year
3.77%
11.69%
3 Years
6.69%
15.46%
5 Years
6.74%
—
Since Inception
10.62%
23.05%
Fund Age
12 yrs 1 mo
3 yrs 4 mo
AUM
₹61.33 Cr
₹95.08 Cr
Alpha – 1 Year
−5.66%
8.71%
Alpha – 3 Years
−3.03%
3.58%
Information Ratio – 3 Years
-1.20
0.52
Volatility – 1 Year
3.14%
27.25%
Volatility – 3 Years
2.07%
23.29%
Beta – 1 Year
-0.20
1.44
Beta – 3 Years
-0.08
1.22
Sharpe Ratio – 1 Year
-0.40
0.33
Sharpe Ratio – 3 Years
0.62
0.66
Worst Rolling Year
-3.43%
15.47%
Value at Worst Rolling Year
₹0.97 Cr
₹1.15 Cr
Deepest Drawdown
—
−32.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
99.16%
100.00%
Median Rolling Year
11.58%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
9
—
Portfolio P/E
—
—
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
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
Others · 92.72%
Government · 7.02%
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%