Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.00%
2.93%
6 Months
20.83%
19.55%
1 Year
12.18%
11.69%
3 Years
13.97%
15.46%
5 Years
17.12%
—
Since Inception
15.75%
23.05%
Fund Age
13 yrs 8 mo
3 yrs 4 mo
AUM
₹205.48 Cr
₹95.08 Cr
Alpha – 1 Year
9.20%
8.71%
Alpha – 3 Years
2.09%
3.58%
Information Ratio – 3 Years
0.40
0.52
Volatility – 1 Year
27.53%
27.25%
Volatility – 3 Years
22.15%
23.29%
Beta – 1 Year
1.45
1.44
Beta – 3 Years
1.20
1.22
Sharpe Ratio – 1 Year
0.35
0.33
Sharpe Ratio – 3 Years
0.55
0.66
Worst Rolling Year
-9.57%
15.47%
Value at Worst Rolling Year
₹0.90 Cr
₹1.15 Cr
Deepest Drawdown
−29.31%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
17.67%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
—
Number of Stocks
30
—
Portfolio P/E
46.79
—
Top 5 Holdings
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%
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 · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
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%