Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
ValueQuest - Growth
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%
1.42%
6 Months
20.83%
31.94%
1 Year
12.18%
21.84%
3 Years
13.97%
17.21%
5 Years
17.12%
16.75%
Since Inception
15.75%
18.18%
Fund Age
13 yrs 8 mo
13 yrs 5 mo
AUM
₹205.48 Cr
₹2,035.08 Cr
Alpha – 1 Year
9.20%
18.86%
Alpha – 3 Years
2.09%
5.32%
Information Ratio – 3 Years
0.40
0.50
Volatility – 1 Year
27.53%
24.29%
Volatility – 3 Years
22.15%
19.24%
Beta – 1 Year
1.45
1.15
Beta – 3 Years
1.20
1.04
Sharpe Ratio – 1 Year
0.35
0.70
Sharpe Ratio – 3 Years
0.55
0.65
Worst Rolling Year
-9.57%
-15.08%
Value at Worst Rolling Year
₹0.90 Cr
₹0.85 Cr
Deepest Drawdown
−29.31%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
93.51%
82.66%
Median Rolling Year
17.67%
25.54%
5-Year Rolling Windows Positive
99.05%
96.08%
Market-Cap Mix
L 17% · M 21% · S 60%
L 23% · M 1% · S 69%
Number of Stocks
30
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%