Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
19.55%
15.63%
1 Year
11.69%
20.01%
3 Years
15.46%
17.10%
5 Years
—
15.64%
Since Inception
23.05%
13.05%
Fund Age
3 yrs 4 mo
8 yrs 11 mo
AUM
₹95.08 Cr
₹46.46 Cr
Alpha – 1 Year
8.71%
15.29%
Alpha – 3 Years
3.58%
5.01%
Information Ratio – 3 Years
0.52
0.88
Volatility – 1 Year
27.25%
20.61%
Volatility – 3 Years
23.29%
19.98%
Beta – 1 Year
1.44
0.94
Beta – 3 Years
1.22
1.02
Sharpe Ratio – 1 Year
0.33
0.73
Sharpe Ratio – 3 Years
0.66
0.85
Worst Rolling Year
15.47%
-3.76%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−32.01%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
17.67%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%