Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
SBI MF - ESG Portfolio
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%
2.26%
6 Months
19.55%
18.40%
1 Year
11.69%
9.21%
3 Years
15.46%
13.13%
5 Years
—
13.39%
Since Inception
23.05%
14.83%
Fund Age
3 yrs 4 mo
10 yrs
AUM
₹95.08 Cr
₹666.2 Cr
Alpha – 1 Year
8.71%
9.64%
Alpha – 3 Years
3.58%
4.56%
Information Ratio – 3 Years
0.52
0.38
Volatility – 1 Year
27.25%
18.95%
Volatility – 3 Years
23.29%
16.01%
Beta – 1 Year
1.44
0.98
Beta – 3 Years
1.22
0.90
Sharpe Ratio – 1 Year
0.33
0.27
Sharpe Ratio – 3 Years
0.66
0.52
Worst Rolling Year
15.47%
-3.31%
Value at Worst Rolling Year
₹1.15 Cr
₹0.97 Cr
Deepest Drawdown
−32.01%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
17.67%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
—
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
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%