PMS · Equity · Small Cap
Right Horizons - Supervalue Aggressive
Fund size₹95 Cr
Alpha (3Y)6.73%
3Y return15.46%
Fund age3 yrs 4 mo
Fund Managers
Growth of₹Cr
Right Horizons Supervalue Aggressive
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Right Horizons Supervalue Aggressive | 8.80% | 11.69% | 5.07% | 15.46% | — | 23.05% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.88% | — | 14.51% |
| Excess over benchmark | 9.87% | 8.71% | 4.65% | 3.58% | — | 8.54% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
23.29%
Benchmark approx 14.79%
A standard deviation reflecting historical swings.
Sensitivity
1.22
Beta vs benchmark 1.00 · 22% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.66
Sharpe
Excess return gained per unit of volatility.
Capture ratio
131 / 99
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −32.01% from its 17 Dec 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−32.01%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 17 Dec 2024 | 31 Mar 2026 | −32.01% | 469 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak17 Dec 2024
Trough31 Mar 2026
Depth−32.01%
Fell over469 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Avg market cap
₹66,533 Cr
Asset class
Equity
Top 5 holdings
Sky Gold & Diamonds Ltd9.78%
Nuvama Wealth Management Ltd7.04%
KEI Industries Ltd5.98%
Yatharth Hospital & Trauma Care Services Ltd5.73%
V2 Retail Ltd5.11%
Fees
VariablePlan A · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 8%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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