Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.00%
3.26%
6 Months
20.83%
4.03%
1 Year
12.18%
0.70%
3 Years
13.97%
10.01%
5 Years
17.12%
8.40%
Since Inception
15.75%
14.84%
Fund Age
13 yrs 8 mo
7 yrs 10 mo
AUM
₹205.48 Cr
₹2,937.84 Cr
Alpha – 1 Year
9.20%
−2.28%
Alpha – 3 Years
2.09%
−1.88%
Information Ratio – 3 Years
0.40
-0.37
Volatility – 1 Year
27.53%
17.90%
Volatility – 3 Years
22.15%
14.65%
Beta – 1 Year
1.45
1.00
Beta – 3 Years
1.20
0.93
Sharpe Ratio – 1 Year
0.35
-0.18
Sharpe Ratio – 3 Years
0.55
0.35
Worst Rolling Year
-9.57%
7.25%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−29.31%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
15.22%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 58% · M 15% · S 26%
Number of Stocks
30
71
Portfolio P/E
46.79
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%