Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
SHREE RAMA MANAGERS - Shree Vriddhi 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%
−3.00%
6 Months
20.83%
11.07%
1 Year
12.18%
9.25%
3 Years
13.97%
3.01%
5 Years
17.12%
—
Since Inception
15.75%
10.50%
Fund Age
13 yrs 8 mo
4 yrs 2 mo
AUM
₹205.48 Cr
₹74.56 Cr
Alpha – 1 Year
9.20%
6.27%
Alpha – 3 Years
2.09%
−8.88%
Information Ratio – 3 Years
0.40
-0.48
Volatility – 1 Year
27.53%
15.51%
Volatility – 3 Years
22.15%
18.23%
Beta – 1 Year
1.45
0.71
Beta – 3 Years
1.20
0.88
Sharpe Ratio – 1 Year
0.35
0.29
Sharpe Ratio – 3 Years
0.55
-0.05
Worst Rolling Year
-9.57%
3.02%
Value at Worst Rolling Year
₹0.90 Cr
₹1.03 Cr
Deepest Drawdown
−29.31%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
9.99%
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%