Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Shepherds Hill - Value Magno
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
0.15%
6 Months
19.55%
5.44%
1 Year
11.69%
6.80%
3 Years
15.46%
17.32%
5 Years
—
18.10%
Since Inception
23.05%
16.54%
Fund Age
3 yrs 4 mo
11 yrs 1 mo
AUM
₹95.08 Cr
₹120.51 Cr
Alpha – 1 Year
8.71%
3.04%
Alpha – 3 Years
3.58%
6.42%
Information Ratio – 3 Years
0.52
0.53
Volatility – 1 Year
27.25%
13.99%
Volatility – 3 Years
23.29%
15.09%
Beta – 1 Year
1.44
0.76
Beta – 3 Years
1.22
0.68
Sharpe Ratio – 1 Year
0.33
0.16
Sharpe Ratio – 3 Years
0.66
0.86
Worst Rolling Year
15.47%
-18.71%
Value at Worst Rolling Year
₹1.15 Cr
₹0.81 Cr
Deepest Drawdown
−32.01%
−12.53%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
17.67%
19.23%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 15% · M 5% · S 66%
Number of Stocks
—
16
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%
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Top Sectors
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 8%
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%