Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.00%
6 Months
11.46%
20.83%
1 Year
8.21%
12.18%
3 Years
12.09%
13.97%
5 Years
11.81%
17.12%
Since Inception
13.34%
15.75%
Fund Age
5 yrs 3 mo
13 yrs 8 mo
AUM
₹34.29 Cr
₹205.48 Cr
Alpha – 1 Year
5.23%
9.20%
Alpha – 3 Years
0.21%
2.09%
Information Ratio – 3 Years
0.17
0.40
Volatility – 1 Year
24.84%
27.53%
Volatility – 3 Years
21.42%
22.15%
Beta – 1 Year
1.25
1.45
Beta – 3 Years
1.08
1.20
Sharpe Ratio – 1 Year
0.21
0.35
Sharpe Ratio – 3 Years
0.49
0.55
Worst Rolling Year
7.11%
-9.57%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−34.77%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
18.26%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 5% · M 7% · S 69%
L 17% · M 21% · S 60%
Number of Stocks
37
30
Portfolio P/E
52.15
46.79
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
2% / 1% / 0%