Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Valtrust Momentum
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%
4.78%
6 Months
20.83%
15.08%
1 Year
12.18%
13.63%
3 Years
13.97%
16.91%
5 Years
17.12%
—
Since Inception
15.75%
23.12%
Fund Age
13 yrs 8 mo
3 yrs 7 mo
AUM
₹205.48 Cr
₹78.91 Cr
Alpha – 1 Year
9.20%
8.91%
Alpha – 3 Years
2.09%
4.82%
Information Ratio – 3 Years
0.40
0.40
Volatility – 1 Year
27.53%
20.25%
Volatility – 3 Years
22.15%
21.43%
Beta – 1 Year
1.45
1.06
Beta – 3 Years
1.20
1.18
Sharpe Ratio – 1 Year
0.35
0.47
Sharpe Ratio – 3 Years
0.55
0.59
Worst Rolling Year
-9.57%
15.66%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−29.31%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
19.72%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
L 15% · M 30% · S 55%
Number of Stocks
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%