Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.93%
0.44%
6 Months
19.55%
24.87%
1 Year
11.69%
7.81%
3 Years
15.46%
29.92%
5 Years
—
26.50%
Since Inception
23.05%
23.67%
Fund Age
3 yrs 4 mo
5 yrs 9 mo
AUM
₹95.08 Cr
₹607.62 Cr
Alpha – 1 Year
8.71%
3.09%
Alpha – 3 Years
3.58%
17.83%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
27.25%
37.31%
Volatility – 3 Years
23.29%
29.20%
Beta – 1 Year
1.44
1.91
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.33
0.22
Sharpe Ratio – 3 Years
0.66
2.38
Worst Rolling Year
15.47%
7.15%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−32.01%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
36.18%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
—
—
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%