Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.00%
3.40%
6 Months
20.83%
21.77%
1 Year
12.18%
16.05%
3 Years
13.97%
23.24%
5 Years
17.12%
—
Since Inception
15.75%
24.82%
Fund Age
13 yrs 8 mo
3 yrs 1 mo
AUM
₹205.48 Cr
₹415.03 Cr
Alpha – 1 Year
9.20%
11.33%
Alpha – 3 Years
2.09%
11.15%
Information Ratio – 3 Years
0.40
0.72
Volatility – 1 Year
27.53%
25.50%
Volatility – 3 Years
22.15%
24.35%
Beta – 1 Year
1.45
1.34
Beta – 3 Years
1.20
1.27
Sharpe Ratio – 1 Year
0.35
0.50
Sharpe Ratio – 3 Years
0.55
0.77
Worst Rolling Year
-9.57%
23.24%
Value at Worst Rolling Year
₹0.90 Cr
₹1.23 Cr
Deepest Drawdown
−29.31%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
24.73%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
M 2% · S 95%
Number of Stocks
30
—
Portfolio P/E
46.79
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / – / –