Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
2.93%
6 Months
4.12%
19.55%
1 Year
−0.25%
11.69%
3 Years
10.95%
15.46%
5 Years
10.56%
—
Since Inception
10.62%
23.05%
Fund Age
13 yrs 8 mo
3 yrs 4 mo
AUM
₹41.22 Cr
₹95.08 Cr
Alpha – 1 Year
0.18%
8.71%
Alpha – 3 Years
2.39%
3.58%
Information Ratio – 3 Years
0.52
0.52
Volatility – 1 Year
20.61%
27.25%
Volatility – 3 Years
17.57%
23.29%
Beta – 1 Year
1.24
1.44
Beta – 3 Years
1.19
1.22
Sharpe Ratio – 1 Year
-0.18
0.33
Sharpe Ratio – 3 Years
0.46
0.66
Worst Rolling Year
-10.52%
15.47%
Value at Worst Rolling Year
₹0.89 Cr
₹1.15 Cr
Deepest Drawdown
−22.41%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
17.67%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
—
Number of Stocks
25
—
Portfolio P/E
36.71
—
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
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%