Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.93%
10.15%
6 Months
19.55%
31.39%
1 Year
11.69%
26.01%
3 Years
15.46%
19.28%
5 Years
—
23.67%
Since Inception
23.05%
28.23%
Fund Age
3 yrs 4 mo
5 yrs 4 mo
AUM
₹95.08 Cr
₹483.07 Cr
Alpha – 1 Year
8.71%
21.29%
Alpha – 3 Years
3.58%
7.19%
Information Ratio – 3 Years
0.52
0.38
Volatility – 1 Year
27.25%
27.77%
Volatility – 3 Years
23.29%
26.19%
Beta – 1 Year
1.44
1.29
Beta – 3 Years
1.22
1.20
Sharpe Ratio – 1 Year
0.33
0.78
Sharpe Ratio – 3 Years
0.66
0.61
Worst Rolling Year
15.47%
19.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−32.01%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%