Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.00%
6 Months
1.74%
20.83%
1 Year
10.49%
12.18%
3 Years
12.80%
13.97%
5 Years
12.91%
17.12%
Since Inception
15.37%
15.75%
Fund Age
7 yrs 7 mo
13 yrs 8 mo
AUM
₹15.96 Cr
₹205.48 Cr
Alpha – 1 Year
10.84%
9.20%
Alpha – 3 Years
3.80%
2.09%
Information Ratio – 3 Years
0.47
0.40
Volatility – 1 Year
19.22%
27.53%
Volatility – 3 Years
17.53%
22.15%
Beta – 1 Year
1.18
1.45
Beta – 3 Years
1.15
1.20
Sharpe Ratio – 1 Year
0.34
0.35
Sharpe Ratio – 3 Years
0.48
0.55
Worst Rolling Year
12.46%
-9.57%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−19.38%
−29.31%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
18.63%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 64% · M 15% · S 21%
L 17% · M 21% · S 60%
Number of Stocks
38
30
Portfolio P/E
24.65
46.79
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%