Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Valcreate Lifesciences and Specialty 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%
6.35%
6 Months
20.83%
17.95%
1 Year
12.18%
21.71%
3 Years
13.97%
19.34%
5 Years
17.12%
—
Since Inception
15.75%
19.34%
Fund Age
13 yrs 8 mo
3 yrs 6 mo
AUM
₹205.48 Cr
₹18.73 Cr
Alpha – 1 Year
9.20%
16.99%
Alpha – 3 Years
2.09%
7.25%
Information Ratio – 3 Years
0.40
0.85
Volatility – 1 Year
27.53%
22.22%
Volatility – 3 Years
22.15%
20.72%
Beta – 1 Year
1.45
0.87
Beta – 3 Years
1.20
0.89
Sharpe Ratio – 1 Year
0.35
0.75
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
-9.57%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−29.31%
—
Recovery Period
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%
—
Number of Stocks
30
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%