Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Sameeksha - Equity 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
2.93%
−0.38%
6 Months
19.55%
11.48%
1 Year
11.69%
7.29%
3 Years
15.46%
16.29%
5 Years
—
16.45%
Since Inception
23.05%
20.67%
Fund Age
3 yrs 4 mo
10 yrs 4 mo
AUM
₹95.08 Cr
₹1,333.94 Cr
Alpha – 1 Year
8.71%
2.57%
Alpha – 3 Years
3.58%
4.20%
Information Ratio – 3 Years
0.52
0.52
Volatility – 1 Year
27.25%
21.33%
Volatility – 3 Years
23.29%
16.22%
Beta – 1 Year
1.44
1.18
Beta – 3 Years
1.22
0.93
Sharpe Ratio – 1 Year
0.33
0.18
Sharpe Ratio – 3 Years
0.66
0.69
Worst Rolling Year
15.47%
-0.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.99 Cr
Deepest Drawdown
−32.01%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
17.67%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
50
Portfolio P/E
—
21.52
Top 5 Holdings
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
1.00% / yr
0.05% / yr
Performance Fee / Plan
20% of profit, above 8%
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%