Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
2.20%
6 Months
3.83%
6.00%
1 Year
9.77%
4.90%
3 Years
13.19%
18.50%
5 Years
12.01%
—
Since Inception
14.38%
16.60%
Fund Age
6 yrs 8 mo
3 yrs
AUM
₹42.66 Cr
₹209.72 Cr
Alpha – 1 Year
3.80%
0.20%
Alpha – 3 Years
2.30%
6.40%
Information Ratio – 3 Years
0.23
1.16
Volatility – 1 Year
15.84%
19.79%
Volatility – 3 Years
12.64%
17.07%
Beta – 1 Year
1.56
1.06
Beta – 3 Years
1.48
1.05
Sharpe Ratio – 1 Year
0.32
0.07
Sharpe Ratio – 3 Years
0.70
0.81
Worst Rolling Year
9.09%
18.52%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−15.18%
−19.68%
Recovery Period
119 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
L 67% · M 33%
Number of Stocks
16
24
Portfolio P/E
—
40.00
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%