Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
Xylem Maverick Strategy
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%
9.42%
6 Months
20.83%
52.78%
1 Year
12.18%
27.27%
3 Years
13.97%
—
5 Years
17.12%
—
Since Inception
15.75%
23.72%
Fund Age
13 yrs 8 mo
19 mo
AUM
₹205.48 Cr
₹71.55 Cr
Alpha – 1 Year
9.20%
22.55%
Alpha – 3 Years
2.09%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
27.53%
31.93%
Volatility – 3 Years
22.15%
—
Beta – 1 Year
1.45
1.29
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
0.74
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
-9.57%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−29.31%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.51%
—
Median Rolling Year
17.67%
—
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
S 96%
Number of Stocks
30
19
Portfolio P/E
46.79
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%