Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Vallum Multi Activa Strategy
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%
1.82%
6 Months
20.83%
3.61%
1 Year
12.18%
28.29%
3 Years
13.97%
—
5 Years
17.12%
—
Since Inception
15.75%
23.99%
Fund Age
13 yrs 8 mo
19 mo
AUM
₹205.48 Cr
₹14.97 Cr
Alpha – 1 Year
9.20%
20.75%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
27.53%
13.84%
Volatility – 3 Years
22.15%
—
Beta – 1 Year
1.45
0.77
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
1.50
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
-9.57%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−29.31%
−7.02%
Recovery Period
Not yet recovered
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%
—
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—