Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
20.83%
6.39%
1 Year
12.18%
0.37%
3 Years
13.97%
11.18%
5 Years
17.12%
—
Since Inception
15.75%
4.21%
Fund Age
13 yrs 8 mo
4 yrs 6 mo
AUM
₹205.48 Cr
₹59.82 Cr
Alpha – 1 Year
9.20%
−2.61%
Alpha – 3 Years
2.09%
−0.71%
Information Ratio – 3 Years
0.40
0.13
Volatility – 1 Year
27.53%
22.91%
Volatility – 3 Years
22.15%
17.96%
Beta – 1 Year
1.45
1.09
Beta – 3 Years
1.20
1.01
Sharpe Ratio – 1 Year
0.35
-0.11
Sharpe Ratio – 3 Years
0.55
0.38
Worst Rolling Year
-9.57%
3.87%
Value at Worst Rolling Year
₹0.90 Cr
₹1.04 Cr
Deepest Drawdown
−29.31%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
12.37%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
L 40% · M 26% · S 33%
Number of Stocks
30
35
Portfolio P/E
46.79
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%