Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Sundaram Alternate - SISOP
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%
5.72%
6 Months
19.55%
23.48%
1 Year
11.69%
38.68%
3 Years
15.46%
26.01%
5 Years
—
16.58%
Since Inception
23.05%
18.98%
Fund Age
3 yrs 4 mo
16 yrs 6 mo
AUM
₹95.08 Cr
₹1,885.18 Cr
Alpha – 1 Year
8.71%
33.96%
Alpha – 3 Years
3.58%
13.92%
Information Ratio – 3 Years
0.52
1.27
Volatility – 1 Year
27.25%
28.06%
Volatility – 3 Years
23.29%
20.41%
Beta – 1 Year
1.44
1.39
Beta – 3 Years
1.22
1.06
Sharpe Ratio – 1 Year
0.33
1.12
Sharpe Ratio – 3 Years
0.66
1.06
Worst Rolling Year
15.47%
-4.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
−32.01%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
17.67%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%
1% / 0% / 0%