Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Valentis Advisors - Rising Star
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%
1.72%
6 Months
20.83%
21.92%
1 Year
12.18%
13.71%
3 Years
13.97%
12.32%
5 Years
17.12%
14.28%
Since Inception
15.75%
17.32%
Fund Age
13 yrs 8 mo
10 yrs
AUM
₹205.48 Cr
₹1,140.87 Cr
Alpha – 1 Year
9.20%
10.73%
Alpha – 3 Years
2.09%
0.43%
Information Ratio – 3 Years
0.40
0.05
Volatility – 1 Year
27.53%
27.06%
Volatility – 3 Years
22.15%
23.47%
Beta – 1 Year
1.45
1.37
Beta – 3 Years
1.20
1.21
Sharpe Ratio – 1 Year
0.35
0.39
Sharpe Ratio – 3 Years
0.55
0.38
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%
3% / 2% / 1%