Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
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%
6.62%
1 Year
12.18%
3.66%
3 Years
13.97%
7.96%
5 Years
17.12%
—
Since Inception
15.75%
12.37%
Fund Age
13 yrs 8 mo
4 yrs 2 mo
AUM
₹205.48 Cr
₹134.62 Cr
Alpha – 1 Year
9.20%
0.68%
Alpha – 3 Years
2.09%
−3.93%
Information Ratio – 3 Years
0.40
-0.10
Volatility – 1 Year
27.53%
21.69%
Volatility – 3 Years
22.15%
21.88%
Beta – 1 Year
1.45
1.14
Beta – 3 Years
1.20
1.11
Sharpe Ratio – 1 Year
0.35
0.02
Sharpe Ratio – 3 Years
0.55
0.21
Worst Rolling Year
-9.57%
7.96%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−29.31%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
15.34%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
—
Number of Stocks
30
—
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%
—
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%