Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
20.83%
10.94%
1 Year
12.18%
1.03%
3 Years
13.97%
11.45%
5 Years
17.12%
15.19%
Since Inception
15.75%
27.03%
Fund Age
13 yrs 8 mo
5 yrs 11 mo
AUM
₹205.48 Cr
₹298.71 Cr
Alpha – 1 Year
9.20%
−3.69%
Alpha – 3 Years
2.09%
−0.64%
Information Ratio – 3 Years
0.40
-0.04
Volatility – 1 Year
27.53%
27.68%
Volatility – 3 Years
22.15%
23.40%
Beta – 1 Year
1.45
1.45
Beta – 3 Years
1.20
1.22
Sharpe Ratio – 1 Year
0.35
-0.03
Sharpe Ratio – 3 Years
0.55
0.35
Worst Rolling Year
-9.57%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−29.31%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
93.51%
—
Median Rolling Year
17.67%
—
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
L 2% · M 2% · S 86%
Number of Stocks
30
36
Portfolio P/E
46.79
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%