Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Unifi Blended - Rangoli
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%
3.17%
6 Months
19.55%
10.91%
1 Year
11.69%
10.45%
3 Years
15.46%
10.60%
5 Years
—
10.74%
Since Inception
23.05%
18.07%
Fund Age
3 yrs 4 mo
9 yrs 2 mo
AUM
₹95.08 Cr
₹11,464.61 Cr
Alpha – 1 Year
8.71%
5.73%
Alpha – 3 Years
3.58%
−1.49%
Information Ratio – 3 Years
0.52
-0.11
Volatility – 1 Year
27.25%
18.78%
Volatility – 3 Years
23.29%
16.83%
Beta – 1 Year
1.44
1.04
Beta – 3 Years
1.22
1.02
Sharpe Ratio – 1 Year
0.33
0.34
Sharpe Ratio – 3 Years
0.66
0.37
Worst Rolling Year
15.47%
4.89%
Value at Worst Rolling Year
₹1.15 Cr
₹1.05 Cr
Deepest Drawdown
−32.01%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%