Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
True-Equity Factor Quant
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%
1.09%
6 Months
20.83%
3.47%
1 Year
12.18%
−3.80%
3 Years
13.97%
11.26%
5 Years
17.12%
—
Since Inception
15.75%
13.40%
Fund Age
13 yrs 8 mo
3 yrs 11 mo
AUM
₹205.48 Cr
₹143.29 Cr
Alpha – 1 Year
9.20%
−6.78%
Alpha – 3 Years
2.09%
−0.63%
Information Ratio – 3 Years
0.40
-0.10
Volatility – 1 Year
27.53%
15.14%
Volatility – 3 Years
22.15%
16.91%
Beta – 1 Year
1.45
0.83
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.35
-0.54
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
-9.57%
11.18%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−29.31%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
17.01%
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%