Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Tamohara - TRUFFLE
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%
8.72%
6 Months
20.83%
28.59%
1 Year
12.18%
28.02%
3 Years
13.97%
18.67%
5 Years
17.12%
17.18%
Since Inception
15.75%
20.03%
Fund Age
13 yrs 8 mo
5 yrs 4 mo
AUM
₹205.48 Cr
₹221.27 Cr
Alpha – 1 Year
9.20%
28.37%
Alpha – 3 Years
2.09%
9.68%
Information Ratio – 3 Years
0.40
0.87
Volatility – 1 Year
27.53%
22.32%
Volatility – 3 Years
22.15%
17.88%
Beta – 1 Year
1.45
1.03
Beta – 3 Years
1.20
0.95
Sharpe Ratio – 1 Year
0.35
0.99
Sharpe Ratio – 3 Years
0.55
0.81
Worst Rolling Year
-9.57%
13.69%
Value at Worst Rolling Year
₹0.90 Cr
₹1.14 Cr
Deepest Drawdown
−29.31%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
18.30%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 19% · M 4% · S 74%
Number of Stocks
30
29
Portfolio P/E
46.79
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –