Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
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
0.82%
3.00%
6 Months
2.65%
20.83%
1 Year
10.76%
12.18%
3 Years
12.77%
13.97%
5 Years
14.58%
17.12%
Since Inception
17.50%
15.75%
Fund Age
7 yrs 7 mo
13 yrs 8 mo
AUM
₹83.87 Cr
₹205.48 Cr
Alpha – 1 Year
11.11%
9.20%
Alpha – 3 Years
3.77%
2.09%
Information Ratio – 3 Years
0.46
0.40
Volatility – 1 Year
18.53%
27.53%
Volatility – 3 Years
17.03%
22.15%
Beta – 1 Year
1.11
1.45
Beta – 3 Years
1.11
1.20
Sharpe Ratio – 1 Year
0.36
0.35
Sharpe Ratio – 3 Years
0.48
0.55
Worst Rolling Year
12.58%
-9.57%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−20.55%
−29.31%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
20.28%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 54% · M 18% · S 28%
L 17% · M 21% · S 60%
Number of Stocks
51
30
Portfolio P/E
23.77
46.79
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%