Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Vallum India Discovery
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%
8.27%
6 Months
19.55%
25.28%
1 Year
11.69%
14.17%
3 Years
15.46%
11.84%
5 Years
—
13.19%
Since Inception
23.05%
20.72%
Fund Age
3 yrs 4 mo
5 yrs 11 mo
AUM
₹95.08 Cr
₹1,246.45 Cr
Alpha – 1 Year
8.71%
9.45%
Alpha – 3 Years
3.58%
−0.25%
Information Ratio – 3 Years
0.52
0.04
Volatility – 1 Year
27.25%
23.38%
Volatility – 3 Years
23.29%
20.74%
Beta – 1 Year
1.44
1.12
Beta – 3 Years
1.22
1.17
Sharpe Ratio – 1 Year
0.33
0.45
Sharpe Ratio – 3 Years
0.66
0.42
Worst Rolling Year
15.47%
8.63%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−32.01%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
19.18%
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%
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
1.25% / yr
Performance Fee / Plan
20% of profit, above 8%
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0.5% / 0%