Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
SRE - Shield
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%
−0.37%
6 Months
20.83%
3.64%
1 Year
12.18%
6.24%
3 Years
13.97%
9.36%
5 Years
17.12%
8.05%
Since Inception
15.75%
9.66%
Fund Age
13 yrs 8 mo
8 yrs 3 mo
AUM
₹205.48 Cr
₹32.8 Cr
Alpha – 1 Year
9.20%
6.59%
Alpha – 3 Years
2.09%
0.36%
Information Ratio – 3 Years
0.40
0.14
Volatility – 1 Year
27.53%
18.27%
Volatility – 3 Years
22.15%
15.46%
Beta – 1 Year
1.45
1.08
Beta – 3 Years
1.20
1.07
Sharpe Ratio – 1 Year
0.35
0.15
Sharpe Ratio – 3 Years
0.55
0.34
Worst Rolling Year
-9.57%
6.25%
Value at Worst Rolling Year
₹0.90 Cr
₹1.06 Cr
Deepest Drawdown
−29.31%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
12.35%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 58% · M 28% · S 8%
Number of Stocks
30
33
Portfolio P/E
46.79
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%