Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
19.55%
1.92%
1 Year
11.69%
0.43%
3 Years
15.46%
—
5 Years
—
—
Since Inception
23.05%
6.17%
Fund Age
3 yrs 4 mo
2 yrs 2 mo
AUM
₹95.08 Cr
₹22.98 Cr
Alpha – 1 Year
8.71%
−2.55%
Alpha – 3 Years
3.58%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
27.25%
16.90%
Volatility – 3 Years
23.29%
—
Beta – 1 Year
1.44
0.96
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
0.33
-0.22
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
15.47%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−32.01%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.67%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%