Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.00%
10.15%
6 Months
20.83%
31.39%
1 Year
12.18%
26.01%
3 Years
13.97%
19.28%
5 Years
17.12%
23.67%
Since Inception
15.75%
28.23%
Fund Age
13 yrs 8 mo
5 yrs 4 mo
AUM
₹205.48 Cr
₹483.07 Cr
Alpha – 1 Year
9.20%
21.29%
Alpha – 3 Years
2.09%
7.19%
Information Ratio – 3 Years
0.40
0.38
Volatility – 1 Year
27.53%
27.77%
Volatility – 3 Years
22.15%
26.19%
Beta – 1 Year
1.45
1.29
Beta – 3 Years
1.20
1.20
Sharpe Ratio – 1 Year
0.35
0.78
Sharpe Ratio – 3 Years
0.55
0.61
Worst Rolling Year
-9.57%
19.29%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−29.31%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
33.93%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 12% · M 6% · S 81%
Number of Stocks
30
63
Portfolio P/E
46.79
62.66
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%
—
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%