Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
20.83%
20.32%
1 Year
12.18%
29.93%
3 Years
13.97%
—
5 Years
17.12%
—
Since Inception
15.75%
15.24%
Fund Age
13 yrs 8 mo
1 yr 9 mo
AUM
₹205.48 Cr
₹3.17 Cr
Alpha – 1 Year
9.20%
25.21%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
27.53%
24.54%
Volatility – 3 Years
22.15%
—
Beta – 1 Year
1.45
1.19
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
0.97
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
-9.57%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−29.31%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
—
Median Rolling Year
17.67%
—
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
L 28% · M 19% · S 50%
Number of Stocks
30
36
Portfolio P/E
46.79
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –