Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.00%
3.79%
6 Months
20.83%
18.76%
1 Year
12.18%
31.67%
3 Years
13.97%
24.57%
5 Years
17.12%
—
Since Inception
15.75%
26.31%
Fund Age
13 yrs 8 mo
2 yrs 4 mo
AUM
₹205.48 Cr
₹160.31 Cr
Alpha – 1 Year
9.20%
26.95%
Alpha – 3 Years
2.09%
12.48%
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
27.53%
17.93%
Volatility – 3 Years
22.15%
20.59%
Beta – 1 Year
1.45
0.80
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
1.34
Sharpe Ratio – 3 Years
0.55
1.78
Worst Rolling Year
-9.57%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−29.31%
−12.22%
Recovery Period
Not yet recovered
69 days
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%