Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Shade - Value Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Shade - Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
4.06%
6 Months
19.55%
28.09%
1 Year
11.69%
17.43%
3 Years
15.46%
22.60%
5 Years
—
15.65%
Since Inception
23.05%
17.87%
Fund Age
3 yrs 4 mo
14 yrs 6 mo
AUM
₹95.08 Cr
₹91.04 Cr
Alpha – 1 Year
8.71%
12.71%
Alpha – 3 Years
3.58%
10.51%
Information Ratio – 3 Years
0.52
0.90
Volatility – 1 Year
27.25%
26.94%
Volatility – 3 Years
23.29%
23.01%
Beta – 1 Year
1.44
1.37
Beta – 3 Years
1.22
1.19
Sharpe Ratio – 1 Year
0.33
0.52
Sharpe Ratio – 3 Years
0.66
0.87
Worst Rolling Year
15.47%
-12.87%
Value at Worst Rolling Year
₹1.15 Cr
₹0.87 Cr
Deepest Drawdown
−32.01%
−29.02%
Recovery Period
Not yet recovered
232 days
1-Year Rolling Windows Positive
100.00%
90.16%
Median Rolling Year
17.67%
19.58%
5-Year Rolling Windows Positive
—
99.13%
Market-Cap Mix
—
M 1% · S 87%
Number of Stocks
—
42
Portfolio P/E
—
40.73
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%
Nuvama Wealth Management Ltd · 4.23%
Ujjivan Small Finance Bank Ltd · 4.19%
Omnitech Engineering Ltd · 3.92%
TD Power Systems Ltd · 3.91%
Thyrocare Technologies Ltd · 3.78%
Top Sectors
—
Capital Goods · 25.00%
Healthcare · 18.00%
Financial Services · 17.93%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%