Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
3.83%
19.55%
1 Year
9.77%
11.69%
3 Years
13.19%
15.46%
5 Years
12.01%
—
Since Inception
14.38%
23.05%
Fund Age
6 yrs 8 mo
3 yrs 4 mo
AUM
₹42.66 Cr
₹95.08 Cr
Alpha – 1 Year
3.80%
8.71%
Alpha – 3 Years
2.30%
3.58%
Information Ratio – 3 Years
0.23
0.52
Volatility – 1 Year
15.84%
27.25%
Volatility – 3 Years
12.64%
23.29%
Beta – 1 Year
1.56
1.44
Beta – 3 Years
1.48
1.22
Sharpe Ratio – 1 Year
0.32
0.33
Sharpe Ratio – 3 Years
0.70
0.66
Worst Rolling Year
9.09%
15.47%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
−15.18%
−32.01%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
—
Number of Stocks
16
—
Portfolio P/E
—
—
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 · 9.78%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / 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%