Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
3.00%
6 Months
3.83%
20.83%
1 Year
9.77%
12.18%
3 Years
13.19%
13.97%
5 Years
12.01%
17.12%
Since Inception
14.38%
15.75%
Fund Age
6 yrs 8 mo
13 yrs 8 mo
AUM
₹42.66 Cr
₹205.48 Cr
Alpha – 1 Year
3.80%
9.20%
Alpha – 3 Years
2.30%
2.09%
Information Ratio – 3 Years
0.23
0.40
Volatility – 1 Year
15.84%
27.53%
Volatility – 3 Years
12.64%
22.15%
Beta – 1 Year
1.56
1.45
Beta – 3 Years
1.48
1.20
Sharpe Ratio – 1 Year
0.32
0.35
Sharpe Ratio – 3 Years
0.70
0.55
Worst Rolling Year
9.09%
-9.57%
Value at Worst Rolling Year
₹1.09 Cr
₹0.90 Cr
Deepest Drawdown
−15.18%
−29.31%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
15.49%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 37% · M 21% · S 27%
L 17% · M 21% · S 60%
Number of Stocks
16
30
Portfolio P/E
—
46.79
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%