Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
19.55%
15.01%
1 Year
11.69%
17.96%
3 Years
15.46%
17.24%
5 Years
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Since Inception
23.05%
18.03%
Fund Age
3 yrs 4 mo
3 yrs 4 mo
AUM
₹95.08 Cr
₹146.81 Cr
Alpha – 1 Year
8.71%
14.98%
Alpha – 3 Years
3.58%
5.35%
Information Ratio – 3 Years
0.52
0.78
Volatility – 1 Year
27.25%
19.01%
Volatility – 3 Years
23.29%
16.70%
Beta – 1 Year
1.44
1.02
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
0.33
0.68
Sharpe Ratio – 3 Years
0.66
0.72
Worst Rolling Year
15.47%
17.01%
Value at Worst Rolling Year
₹1.15 Cr
₹1.17 Cr
Deepest Drawdown
−32.01%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
17.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
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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%