Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
SMC Global - Growth
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%
5.80%
6 Months
19.55%
20.03%
1 Year
11.69%
17.27%
3 Years
15.46%
12.81%
5 Years
—
11.98%
Since Inception
23.05%
14.70%
Fund Age
3 yrs 4 mo
6 yrs 10 mo
AUM
₹95.08 Cr
₹201.68 Cr
Alpha – 1 Year
8.71%
12.55%
Alpha – 3 Years
3.58%
0.73%
Information Ratio – 3 Years
0.52
0.15
Volatility – 1 Year
27.25%
22.73%
Volatility – 3 Years
23.29%
20.11%
Beta – 1 Year
1.44
1.17
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
0.33
0.58
Sharpe Ratio – 3 Years
0.66
0.44
Worst Rolling Year
15.47%
7.98%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−32.01%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 4% · S 49%
Number of Stocks
—
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%
3% / 2% / 1%