Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
3.00%
6 Months
7.09%
20.83%
1 Year
17.57%
12.18%
3 Years
20.39%
13.97%
5 Years
—
17.12%
Since Inception
19.75%
15.75%
Fund Age
4 yrs 2 mo
13 yrs 8 mo
AUM
₹49.8 Cr
₹205.48 Cr
Alpha – 1 Year
16.32%
9.20%
Alpha – 3 Years
14.92%
2.09%
Information Ratio – 3 Years
1.66
0.40
Volatility – 1 Year
7.36%
27.53%
Volatility – 3 Years
8.69%
22.15%
Beta – 1 Year
1.50
1.45
Beta – 3 Years
0.91
1.20
Sharpe Ratio – 1 Year
1.55
0.35
Sharpe Ratio – 3 Years
1.63
0.55
Worst Rolling Year
18.51%
-9.57%
Value at Worst Rolling Year
₹1.19 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
21.68%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
Top 5 Holdings
—
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 · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%