Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Wright Factor Fund
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%
10.96%
6 Months
20.83%
14.84%
1 Year
12.18%
16.93%
3 Years
13.97%
—
5 Years
17.12%
—
Since Inception
15.75%
20.33%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹205.48 Cr
₹214.05 Cr
Alpha – 1 Year
9.20%
12.21%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
0.40
0.51
Volatility – 1 Year
27.53%
22.29%
Volatility – 3 Years
22.15%
21.03%
Beta – 1 Year
1.45
0.97
Beta – 3 Years
1.20
0.97
Sharpe Ratio – 1 Year
0.35
0.57
Sharpe Ratio – 3 Years
0.55
0.72
Worst Rolling Year
-9.57%
18.92%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−29.31%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
19.26%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
L 12% · M 21% · S 55%
Number of Stocks
30
25
Portfolio P/E
46.79
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%