Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Right Horizons - Super Value Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
20.83%
−1.47%
1 Year
12.18%
6.66%
3 Years
13.97%
11.29%
5 Years
17.12%
13.68%
Since Inception
15.75%
15.03%
Fund Age
13 yrs 8 mo
5 yrs 7 mo
AUM
₹205.48 Cr
₹138.83 Cr
Alpha – 1 Year
9.20%
7.01%
Alpha – 3 Years
2.09%
2.30%
Information Ratio – 3 Years
0.40
0.23
Volatility – 1 Year
27.53%
16.50%
Volatility – 3 Years
22.15%
16.10%
Beta – 1 Year
1.45
0.93
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.35
0.15
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
-9.57%
11.25%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−29.31%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
17.75%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
—
Number of Stocks
30
18
Portfolio P/E
46.79
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%