Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Unifi Insider Shadow*
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%
4.21%
6 Months
19.55%
10.07%
1 Year
11.69%
9.44%
3 Years
15.46%
8.18%
5 Years
—
8.16%
Since Inception
23.05%
14.06%
Fund Age
3 yrs 4 mo
16 yrs 4 mo
AUM
₹95.08 Cr
₹85.99 Cr
Alpha – 1 Year
8.71%
4.72%
Alpha – 3 Years
3.58%
−3.91%
Information Ratio – 3 Years
0.52
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Volatility – 1 Year
27.25%
17.03%
Volatility – 3 Years
23.29%
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Beta – 1 Year
1.44
0.92
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.33
0.30
Sharpe Ratio – 3 Years
0.66
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Worst Rolling Year
15.47%
—
Value at Worst Rolling Year
₹1.15 Cr
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Deepest Drawdown
−32.01%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
17.67%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
20% of profit, above 8%
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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