Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
3.29%
6 Months
19.55%
14.68%
1 Year
11.69%
11.65%
3 Years
15.46%
7.09%
5 Years
—
8.41%
Since Inception
23.05%
10.45%
Fund Age
3 yrs 4 mo
10 yrs 5 mo
AUM
₹95.08 Cr
₹24.48 Cr
Alpha – 1 Year
8.71%
12.00%
Alpha – 3 Years
3.58%
−1.90%
Information Ratio – 3 Years
0.52
-0.12
Volatility – 1 Year
27.25%
20.48%
Volatility – 3 Years
23.29%
16.32%
Beta – 1 Year
1.44
1.11
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
0.33
0.36
Sharpe Ratio – 3 Years
0.66
0.15
Worst Rolling Year
15.47%
-5.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−32.01%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
17.67%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –