Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
19.55%
2.89%
1 Year
11.69%
2.59%
3 Years
15.46%
10.39%
5 Years
—
8.86%
Since Inception
23.05%
11.13%
Fund Age
3 yrs 4 mo
5 yrs 6 mo
AUM
₹95.08 Cr
₹63.54 Cr
Alpha – 1 Year
8.71%
−0.39%
Alpha – 3 Years
3.58%
−1.50%
Information Ratio – 3 Years
0.52
-0.34
Volatility – 1 Year
27.25%
16.68%
Volatility – 3 Years
23.29%
13.79%
Beta – 1 Year
1.44
0.95
Beta – 3 Years
1.22
0.88
Sharpe Ratio – 1 Year
0.33
-0.09
Sharpe Ratio – 3 Years
0.66
0.40
Worst Rolling Year
15.47%
6.98%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−32.01%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%