Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
20.83%
13.10%
1 Year
12.18%
18.11%
3 Years
13.97%
14.56%
5 Years
17.12%
8.71%
Since Inception
15.75%
13.67%
Fund Age
13 yrs 8 mo
11 yrs 2 mo
AUM
₹205.48 Cr
₹138.06 Cr
Alpha – 1 Year
9.20%
18.46%
Alpha – 3 Years
2.09%
5.57%
Information Ratio – 3 Years
0.40
0.62
Volatility – 1 Year
27.53%
22.83%
Volatility – 3 Years
22.15%
16.72%
Beta – 1 Year
1.45
1.29
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.35
0.61
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
-9.57%
-8.44%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−29.31%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
93.51%
92.53%
Median Rolling Year
17.67%
13.06%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 38% · M 14% · S 45%
Number of Stocks
30
18
Portfolio P/E
46.79
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%