Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
3.00%
6 Months
20.15%
20.83%
1 Year
7.22%
12.18%
3 Years
9.88%
13.97%
5 Years
10.18%
17.12%
Since Inception
17.47%
15.75%
Fund Age
5 yrs 8 mo
13 yrs 8 mo
AUM
₹112.12 Cr
₹205.48 Cr
Alpha – 1 Year
2.50%
9.20%
Alpha – 3 Years
−2.21%
2.09%
Information Ratio – 3 Years
-0.17
0.40
Volatility – 1 Year
30.34%
27.53%
Volatility – 3 Years
23.32%
22.15%
Beta – 1 Year
1.54
1.45
Beta – 3 Years
1.29
1.20
Sharpe Ratio – 1 Year
0.19
0.35
Sharpe Ratio – 3 Years
0.29
0.55
Worst Rolling Year
8.52%
-9.57%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−32.53%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
18.20%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
M 39% · S 59%
L 17% · M 21% · S 60%
Number of Stocks
28
30
Portfolio P/E
38.78
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%