Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
20.83%
3.49%
1 Year
12.18%
5.55%
3 Years
13.97%
12.97%
5 Years
17.12%
—
Since Inception
15.75%
12.27%
Fund Age
13 yrs 8 mo
4 yrs 3 mo
AUM
₹205.48 Cr
₹25.94 Cr
Alpha – 1 Year
9.20%
−0.42%
Alpha – 3 Years
2.09%
2.07%
Information Ratio – 3 Years
0.40
0.10
Volatility – 1 Year
27.53%
15.73%
Volatility – 3 Years
22.15%
12.26%
Beta – 1 Year
1.45
1.56
Beta – 3 Years
1.20
1.42
Sharpe Ratio – 1 Year
0.35
0.07
Sharpe Ratio – 3 Years
0.55
0.62
Worst Rolling Year
-9.57%
11.68%
Value at Worst Rolling Year
₹0.90 Cr
₹1.12 Cr
Deepest Drawdown
−29.31%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
17.02%
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%