Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Unifi BCAD
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
2.20%
6 Months
19.55%
6.88%
1 Year
11.69%
5.29%
3 Years
15.46%
8.34%
5 Years
—
9.52%
Since Inception
23.05%
13.35%
Fund Age
3 yrs 4 mo
8 yrs 3 mo
AUM
₹95.08 Cr
₹237.35 Cr
Alpha – 1 Year
8.71%
0.57%
Alpha – 3 Years
3.58%
−3.75%
Information Ratio – 3 Years
0.52
-0.44
Volatility – 1 Year
27.25%
19.09%
Volatility – 3 Years
23.29%
16.74%
Beta – 1 Year
1.44
1.07
Beta – 3 Years
1.22
1.01
Sharpe Ratio – 1 Year
0.33
0.09
Sharpe Ratio – 3 Years
0.66
0.25
Worst Rolling Year
15.47%
7.37%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−32.01%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
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%
0% / 0% / 0%