Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Solidarity Advisors - Prudence
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%
8.45%
6 Months
20.83%
29.49%
1 Year
12.18%
37.09%
3 Years
13.97%
18.49%
5 Years
17.12%
12.39%
Since Inception
15.75%
18.64%
Fund Age
13 yrs 8 mo
10 yrs 3 mo
AUM
₹205.48 Cr
₹1,760.35 Cr
Alpha – 1 Year
9.20%
32.37%
Alpha – 3 Years
2.09%
6.40%
Information Ratio – 3 Years
0.40
0.52
Volatility – 1 Year
27.53%
25.02%
Volatility – 3 Years
22.15%
18.27%
Beta – 1 Year
1.45
1.22
Beta – 3 Years
1.20
0.89
Sharpe Ratio – 1 Year
0.35
1.18
Sharpe Ratio – 3 Years
0.55
0.74
Worst Rolling Year
-9.57%
-0.28%
Value at Worst Rolling Year
₹0.90 Cr
₹1.00 Cr
Deepest Drawdown
−29.31%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
93.51%
99.89%
Median Rolling Year
17.67%
16.20%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 11% · S 71%
Number of Stocks
30
13
Portfolio P/E
46.79
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%