Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
3.26%
6 Months
19.55%
4.03%
1 Year
11.69%
0.70%
3 Years
15.46%
10.01%
5 Years
—
8.40%
Since Inception
23.05%
14.84%
Fund Age
3 yrs 4 mo
7 yrs 10 mo
AUM
₹95.08 Cr
₹2,937.84 Cr
Alpha – 1 Year
8.71%
−2.28%
Alpha – 3 Years
3.58%
−1.88%
Information Ratio – 3 Years
0.52
-0.37
Volatility – 1 Year
27.25%
17.90%
Volatility – 3 Years
23.29%
14.65%
Beta – 1 Year
1.44
1.00
Beta – 3 Years
1.22
0.93
Sharpe Ratio – 1 Year
0.33
-0.18
Sharpe Ratio – 3 Years
0.66
0.35
Worst Rolling Year
15.47%
7.25%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−32.01%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%