Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
ValueQuest - Platinum
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%
2.62%
6 Months
20.83%
20.31%
1 Year
12.18%
5.50%
3 Years
13.97%
14.22%
5 Years
17.12%
16.13%
Since Inception
15.75%
18.70%
Fund Age
13 yrs 8 mo
9 yrs 8 mo
AUM
₹205.48 Cr
₹3,491.64 Cr
Alpha – 1 Year
9.20%
2.52%
Alpha – 3 Years
2.09%
2.33%
Information Ratio – 3 Years
0.40
0.19
Volatility – 1 Year
27.53%
25.24%
Volatility – 3 Years
22.15%
21.26%
Beta – 1 Year
1.45
1.29
Beta – 3 Years
1.20
1.17
Sharpe Ratio – 1 Year
0.35
0.11
Sharpe Ratio – 3 Years
0.55
0.48
Worst Rolling Year
-9.57%
-9.34%
Value at Worst Rolling Year
₹0.90 Cr
₹0.91 Cr
Deepest Drawdown
−29.31%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
93.51%
93.29%
Median Rolling Year
17.67%
15.30%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%