Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
20.83%
7.38%
1 Year
12.18%
6.08%
3 Years
13.97%
8.22%
5 Years
17.12%
7.99%
Since Inception
15.75%
12.63%
Fund Age
13 yrs 8 mo
9 yrs 9 mo
AUM
₹205.48 Cr
₹145.75 Cr
Alpha – 1 Year
9.20%
1.36%
Alpha – 3 Years
2.09%
−3.87%
Information Ratio – 3 Years
0.40
-0.60
Volatility – 1 Year
27.53%
20.08%
Volatility – 3 Years
22.15%
16.27%
Beta – 1 Year
1.45
1.12
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.35
0.13
Sharpe Ratio – 3 Years
0.55
0.24
Worst Rolling Year
-9.57%
-1.76%
Value at Worst Rolling Year
₹0.90 Cr
₹0.98 Cr
Deepest Drawdown
−29.31%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
98.75%
Median Rolling Year
17.67%
13.10%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 62% · M 20% · S 7%
Number of Stocks
30
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%