Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
White Oak India Select Equity 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%
4.84%
6 Months
20.83%
7.61%
1 Year
12.18%
−0.76%
3 Years
13.97%
11.28%
5 Years
17.12%
9.58%
Since Inception
15.75%
11.67%
Fund Age
13 yrs 8 mo
7 yrs 11 mo
AUM
₹205.48 Cr
₹12.5 Cr
Alpha – 1 Year
9.20%
−3.74%
Alpha – 3 Years
2.09%
−0.61%
Information Ratio – 3 Years
0.40
-0.06
Volatility – 1 Year
27.53%
20.02%
Volatility – 3 Years
22.15%
16.21%
Beta – 1 Year
1.45
1.05
Beta – 3 Years
1.20
0.91
Sharpe Ratio – 1 Year
0.35
-0.22
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
-9.57%
8.66%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−29.31%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
14.96%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
L 36% · M 30% · S 35%
Number of Stocks
30
15
Portfolio P/E
46.79
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%