Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
20.15%
19.55%
1 Year
7.22%
11.69%
3 Years
9.88%
15.46%
5 Years
10.18%
—
Since Inception
17.47%
23.05%
Fund Age
5 yrs 8 mo
3 yrs 4 mo
AUM
₹112.12 Cr
₹95.08 Cr
Alpha – 1 Year
2.50%
8.71%
Alpha – 3 Years
−2.21%
3.58%
Information Ratio – 3 Years
-0.17
0.52
Volatility – 1 Year
30.34%
27.25%
Volatility – 3 Years
23.32%
23.29%
Beta – 1 Year
1.54
1.44
Beta – 3 Years
1.29
1.22
Sharpe Ratio – 1 Year
0.19
0.33
Sharpe Ratio – 3 Years
0.29
0.66
Worst Rolling Year
8.52%
15.47%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−32.53%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 39% · S 59%
—
Number of Stocks
28
—
Portfolio P/E
38.78
—
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
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%