Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Valtrust equity hybrid funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
1.21%
6 Months
19.55%
−0.18%
1 Year
11.69%
13.93%
3 Years
15.46%
17.19%
5 Years
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Since Inception
23.05%
19.70%
Fund Age
3 yrs 4 mo
3 yrs 5 mo
AUM
₹95.08 Cr
₹1.75 Cr
Alpha – 1 Year
8.71%
9.34%
Alpha – 3 Years
3.58%
7.74%
Information Ratio – 3 Years
0.52
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Volatility – 1 Year
27.25%
11.62%
Volatility – 3 Years
23.29%
9.82%
Beta – 1 Year
1.44
0.83
Beta – 3 Years
1.22
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Sharpe Ratio – 1 Year
0.33
0.73
Sharpe Ratio – 3 Years
0.66
1.14
Worst Rolling Year
15.47%
16.78%
Value at Worst Rolling Year
₹1.15 Cr
₹1.17 Cr
Deepest Drawdown
−32.01%
−9.12%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
19.03%
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
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%