Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Vallum India Discovery
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%
8.27%
6 Months
20.83%
25.28%
1 Year
12.18%
14.17%
3 Years
13.97%
11.84%
5 Years
17.12%
13.19%
Since Inception
15.75%
20.72%
Fund Age
13 yrs 8 mo
5 yrs 11 mo
AUM
₹205.48 Cr
₹1,246.45 Cr
Alpha – 1 Year
9.20%
9.45%
Alpha – 3 Years
2.09%
−0.25%
Information Ratio – 3 Years
0.40
0.04
Volatility – 1 Year
27.53%
23.38%
Volatility – 3 Years
22.15%
20.74%
Beta – 1 Year
1.45
1.12
Beta – 3 Years
1.20
1.17
Sharpe Ratio – 1 Year
0.35
0.45
Sharpe Ratio – 3 Years
0.55
0.42
Worst Rolling Year
-9.57%
8.63%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−29.31%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
19.18%
5-Year Rolling Windows Positive
99.05%
100.00%
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%
—
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0.5% / 0%