Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
SBI AEON ALPHA PMS
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%
0.41%
6 Months
19.55%
20.81%
1 Year
11.69%
15.63%
3 Years
15.46%
13.76%
5 Years
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Since Inception
23.05%
14.77%
Fund Age
3 yrs 4 mo
4 yrs 6 mo
AUM
₹95.08 Cr
₹751.68 Cr
Alpha – 1 Year
8.71%
16.06%
Alpha – 3 Years
3.58%
5.19%
Information Ratio – 3 Years
0.52
0.25
Volatility – 1 Year
27.25%
18.90%
Volatility – 3 Years
23.29%
16.75%
Beta – 1 Year
1.44
0.89
Beta – 3 Years
1.22
0.79
Sharpe Ratio – 1 Year
0.33
0.57
Sharpe Ratio – 3 Years
0.66
0.53
Worst Rolling Year
15.47%
13.60%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−32.01%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 16% · M 11% · S 70%
Number of Stocks
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Portfolio P/E
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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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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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%
1% / 0% / 0%