Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
3.79%
6 Months
19.55%
18.76%
1 Year
11.69%
31.67%
3 Years
15.46%
24.57%
5 Years
—
—
Since Inception
23.05%
26.31%
Fund Age
3 yrs 4 mo
2 yrs 4 mo
AUM
₹95.08 Cr
₹160.31 Cr
Alpha – 1 Year
8.71%
26.95%
Alpha – 3 Years
3.58%
12.48%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
27.25%
17.93%
Volatility – 3 Years
23.29%
20.59%
Beta – 1 Year
1.44
0.80
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.33
1.34
Sharpe Ratio – 3 Years
0.66
1.78
Worst Rolling Year
15.47%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−32.01%
−12.22%
Recovery Period
Not yet recovered
69 days
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
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—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%