Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.00%
10.24%
6 Months
20.83%
31.65%
1 Year
12.18%
26.47%
3 Years
13.97%
18.72%
5 Years
17.12%
16.28%
Since Inception
15.75%
14.51%
Fund Age
13 yrs 8 mo
10 yrs 10 mo
AUM
₹205.48 Cr
₹423.36 Cr
Alpha – 1 Year
9.20%
21.75%
Alpha – 3 Years
2.09%
6.63%
Information Ratio – 3 Years
0.40
0.36
Volatility – 1 Year
27.53%
28.25%
Volatility – 3 Years
22.15%
24.90%
Beta – 1 Year
1.45
1.32
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.35
0.78
Sharpe Ratio – 3 Years
0.55
0.60
Worst Rolling Year
-9.57%
-5.98%
Value at Worst Rolling Year
₹0.90 Cr
₹0.94 Cr
Deepest Drawdown
−29.31%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
93.51%
86.69%
Median Rolling Year
17.67%
14.66%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 12% · M 6% · S 82%
Number of Stocks
30
62
Portfolio P/E
46.79
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%