Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
19.55%
24.02%
1 Year
11.69%
36.06%
3 Years
15.46%
24.43%
5 Years
—
16.10%
Since Inception
23.05%
15.98%
Fund Age
3 yrs 4 mo
14 yrs 10 mo
AUM
₹95.08 Cr
₹214.08 Cr
Alpha – 1 Year
8.71%
31.34%
Alpha – 3 Years
3.58%
12.34%
Information Ratio – 3 Years
0.52
1.07
Volatility – 1 Year
27.25%
26.85%
Volatility – 3 Years
23.29%
19.70%
Beta – 1 Year
1.44
1.34
Beta – 3 Years
1.22
1.03
Sharpe Ratio – 1 Year
0.33
1.08
Sharpe Ratio – 3 Years
0.66
0.96
Worst Rolling Year
15.47%
-9.81%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
−32.01%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
17.67%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%