Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.00%
1.47%
6 Months
20.83%
5.42%
1 Year
12.18%
9.64%
3 Years
13.97%
10.36%
5 Years
17.12%
7.75%
Since Inception
15.75%
11.08%
Fund Age
13 yrs 8 mo
9 yrs 11 mo
AUM
₹205.48 Cr
₹66.05 Cr
Alpha – 1 Year
9.20%
9.99%
Alpha – 3 Years
2.09%
1.36%
Information Ratio – 3 Years
0.40
0.51
Volatility – 1 Year
27.53%
17.05%
Volatility – 3 Years
22.15%
14.23%
Beta – 1 Year
1.45
1.05
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.35
0.31
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
-9.57%
0.57%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−29.31%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
93.51%
99.96%
Median Rolling Year
17.67%
11.79%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
46.79
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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