Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
20.83%
15.01%
1 Year
12.18%
17.96%
3 Years
13.97%
17.24%
5 Years
17.12%
—
Since Inception
15.75%
18.03%
Fund Age
13 yrs 8 mo
3 yrs 4 mo
AUM
₹205.48 Cr
₹146.81 Cr
Alpha – 1 Year
9.20%
14.98%
Alpha – 3 Years
2.09%
5.35%
Information Ratio – 3 Years
0.40
0.78
Volatility – 1 Year
27.53%
19.01%
Volatility – 3 Years
22.15%
16.70%
Beta – 1 Year
1.45
1.02
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.35
0.68
Sharpe Ratio – 3 Years
0.55
0.72
Worst Rolling Year
-9.57%
17.01%
Value at Worst Rolling Year
₹0.90 Cr
₹1.17 Cr
Deepest Drawdown
−29.31%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
17.57%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
—
Number of Stocks
30
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
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%