Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Solidarity Advisors - Prudence
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%
8.45%
6 Months
19.55%
29.49%
1 Year
11.69%
37.09%
3 Years
15.46%
18.49%
5 Years
—
12.39%
Since Inception
23.05%
18.64%
Fund Age
3 yrs 4 mo
10 yrs 3 mo
AUM
₹95.08 Cr
₹1,760.35 Cr
Alpha – 1 Year
8.71%
32.37%
Alpha – 3 Years
3.58%
6.40%
Information Ratio – 3 Years
0.52
0.52
Volatility – 1 Year
27.25%
25.02%
Volatility – 3 Years
23.29%
18.27%
Beta – 1 Year
1.44
1.22
Beta – 3 Years
1.22
0.89
Sharpe Ratio – 1 Year
0.33
1.18
Sharpe Ratio – 3 Years
0.66
0.74
Worst Rolling Year
15.47%
-0.28%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−32.01%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
17.67%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%