Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Systamatix - Dynamic Investment
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%
7.60%
6 Months
19.55%
26.61%
1 Year
11.69%
33.69%
3 Years
15.46%
25.74%
5 Years
—
21.83%
Since Inception
23.05%
—
Fund Age
3 yrs 4 mo
8 yrs 4 mo
AUM
₹95.08 Cr
₹158.52 Cr
Alpha – 1 Year
8.71%
29.93%
Alpha – 3 Years
3.58%
14.85%
Information Ratio – 3 Years
0.52
1.52
Volatility – 1 Year
27.25%
19.82%
Volatility – 3 Years
23.29%
19.44%
Beta – 1 Year
1.44
1.03
Beta – 3 Years
1.22
1.06
Sharpe Ratio – 1 Year
0.33
1.29
Sharpe Ratio – 3 Years
0.66
1.16
Worst Rolling Year
15.47%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−32.01%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.67%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 28% · S 38%
Number of Stocks
—
20
Portfolio P/E
—
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
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%
2% / 0% / 0%