Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
SMC Global - Growth
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%
5.80%
6 Months
20.83%
20.03%
1 Year
12.18%
17.27%
3 Years
13.97%
12.81%
5 Years
17.12%
11.98%
Since Inception
15.75%
14.70%
Fund Age
13 yrs 8 mo
6 yrs 10 mo
AUM
₹205.48 Cr
₹201.68 Cr
Alpha – 1 Year
9.20%
12.55%
Alpha – 3 Years
2.09%
0.73%
Information Ratio – 3 Years
0.40
0.15
Volatility – 1 Year
27.53%
22.73%
Volatility – 3 Years
22.15%
20.11%
Beta – 1 Year
1.45
1.17
Beta – 3 Years
1.20
1.13
Sharpe Ratio – 1 Year
0.35
0.58
Sharpe Ratio – 3 Years
0.55
0.44
Worst Rolling Year
-9.57%
7.98%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−29.31%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
16.09%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 38% · M 4% · S 49%
Number of Stocks
30
24
Portfolio P/E
46.79
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%