Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Valtrust Momentum
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%
4.78%
6 Months
19.55%
15.08%
1 Year
11.69%
13.63%
3 Years
15.46%
16.91%
5 Years
—
—
Since Inception
23.05%
23.12%
Fund Age
3 yrs 4 mo
3 yrs 7 mo
AUM
₹95.08 Cr
₹78.91 Cr
Alpha – 1 Year
8.71%
8.91%
Alpha – 3 Years
3.58%
4.82%
Information Ratio – 3 Years
0.52
0.40
Volatility – 1 Year
27.25%
20.25%
Volatility – 3 Years
23.29%
21.43%
Beta – 1 Year
1.44
1.06
Beta – 3 Years
1.22
1.18
Sharpe Ratio – 1 Year
0.33
0.47
Sharpe Ratio – 3 Years
0.66
0.59
Worst Rolling Year
15.47%
15.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
−32.01%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
19.72%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 15% · M 30% · S 55%
Number of Stocks
—
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%
0% / 0% / 0%