Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
7.09%
19.55%
1 Year
17.57%
11.69%
3 Years
20.39%
15.46%
5 Years
—
—
Since Inception
19.75%
23.05%
Fund Age
4 yrs 2 mo
3 yrs 4 mo
AUM
₹49.8 Cr
₹95.08 Cr
Alpha – 1 Year
16.32%
8.71%
Alpha – 3 Years
14.92%
3.58%
Information Ratio – 3 Years
1.66
0.52
Volatility – 1 Year
7.36%
27.25%
Volatility – 3 Years
8.69%
23.29%
Beta – 1 Year
1.50
1.44
Beta – 3 Years
0.91
1.22
Sharpe Ratio – 1 Year
1.55
0.33
Sharpe Ratio – 3 Years
1.63
0.66
Worst Rolling Year
18.51%
15.47%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
—
−32.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
15% of profit, above 15%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%