Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.63%
2.93%
6 Months
8.65%
19.55%
1 Year
10.66%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
22.10%
23.05%
Fund Age
2 yrs 7 mo
3 yrs 4 mo
AUM
₹374.18 Cr
₹95.08 Cr
Alpha – 1 Year
2.92%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
10.32%
27.25%
Volatility – 3 Years
—
23.29%
Beta – 1 Year
0.27
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.50
0.33
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−8.56%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 41% · S 9%
—
Number of Stocks
37
—
Portfolio P/E
19.24
—
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%