Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
3.00%
6 Months
5.22%
20.83%
1 Year
8.94%
12.18%
3 Years
10.33%
13.97%
5 Years
10.77%
17.12%
Since Inception
10.49%
15.75%
Fund Age
9 yrs 9 mo
13 yrs 8 mo
AUM
₹67.62 Cr
₹205.48 Cr
Alpha – 1 Year
−0.44%
9.20%
Alpha – 3 Years
0.76%
2.09%
Information Ratio – 3 Years
0.44
0.40
Volatility – 1 Year
2.31%
27.53%
Volatility – 3 Years
1.38%
22.15%
Beta – 1 Year
0.41
1.45
Beta – 3 Years
0.46
1.20
Sharpe Ratio – 1 Year
1.46
0.35
Sharpe Ratio – 3 Years
3.36
0.55
Worst Rolling Year
9.87%
-9.57%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
—
−29.31%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
10.78%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
17
30
Portfolio P/E
—
46.79
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%