Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
20.83%
31.10%
1 Year
12.18%
52.47%
3 Years
13.97%
17.74%
5 Years
17.12%
16.38%
Since Inception
15.75%
15.58%
Fund Age
13 yrs 8 mo
16 yrs 9 mo
AUM
₹205.48 Cr
₹132.42 Cr
Alpha – 1 Year
9.20%
47.75%
Alpha – 3 Years
2.09%
5.65%
Information Ratio – 3 Years
0.40
0.46
Volatility – 1 Year
27.53%
26.74%
Volatility – 3 Years
22.15%
21.32%
Beta – 1 Year
1.45
1.30
Beta – 3 Years
1.20
0.97
Sharpe Ratio – 1 Year
0.35
1.52
Sharpe Ratio – 3 Years
0.55
0.68
Worst Rolling Year
-9.57%
-15.93%
Value at Worst Rolling Year
₹0.90 Cr
₹0.84 Cr
Deepest Drawdown
−29.31%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
93.51%
89.14%
Median Rolling Year
17.67%
15.32%
5-Year Rolling Windows Positive
99.05%
96.48%
Market-Cap Mix
L 17% · M 21% · S 60%
M 9% · S 83%
Number of Stocks
30
26
Portfolio P/E
46.79
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%