Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Valentis Advisors - Multicap Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Valentis Advisors - Multicap Fund
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%
1.83%
6 Months
19.55%
14.95%
1 Year
11.69%
9.33%
3 Years
15.46%
11.50%
5 Years
—
12.93%
Since Inception
23.05%
17.87%
Fund Age
3 yrs 4 mo
8 yrs
AUM
₹95.08 Cr
₹278.36 Cr
Alpha – 1 Year
8.71%
6.35%
Alpha – 3 Years
3.58%
−0.39%
Information Ratio – 3 Years
0.52
-0.05
Volatility – 1 Year
27.25%
23.16%
Volatility – 3 Years
23.29%
20.07%
Beta – 1 Year
1.44
1.23
Beta – 3 Years
1.22
1.13
Sharpe Ratio – 1 Year
0.33
0.25
Sharpe Ratio – 3 Years
0.66
0.37
Worst Rolling Year
15.47%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−32.01%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.67%
—
5-Year Rolling Windows Positive
—
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
JTL Industries Ltd · 0.00%
ICICI Bank Ltd · 0.00%
Top Sectors
—
—
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%
3% / 2% / 1%