Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.00%
6.91%
6 Months
20.83%
15.63%
1 Year
12.18%
20.01%
3 Years
13.97%
17.10%
5 Years
17.12%
15.64%
Since Inception
15.75%
13.05%
Fund Age
13 yrs 8 mo
8 yrs 11 mo
AUM
₹205.48 Cr
₹46.46 Cr
Alpha – 1 Year
9.20%
15.29%
Alpha – 3 Years
2.09%
5.01%
Information Ratio – 3 Years
0.40
0.88
Volatility – 1 Year
27.53%
20.61%
Volatility – 3 Years
22.15%
19.98%
Beta – 1 Year
1.45
0.94
Beta – 3 Years
1.20
1.02
Sharpe Ratio – 1 Year
0.35
0.73
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
-9.57%
-3.76%
Value at Worst Rolling Year
₹0.90 Cr
₹0.96 Cr
Deepest Drawdown
−29.31%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
93.51%
93.14%
Median Rolling Year
17.67%
19.74%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 27% · M 34% · S 33%
Number of Stocks
30
25
Portfolio P/E
46.79
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%