Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
0.91%
6 Months
3.83%
22.17%
1 Year
9.77%
13.49%
3 Years
13.19%
12.21%
5 Years
12.01%
11.23%
Since Inception
14.38%
22.14%
Fund Age
6 yrs 8 mo
7 yrs 4 mo
AUM
₹42.66 Cr
₹1,280.4 Cr
Alpha – 1 Year
3.80%
8.77%
Alpha – 3 Years
2.30%
0.12%
Information Ratio – 3 Years
0.23
0.01
Volatility – 1 Year
15.84%
24.60%
Volatility – 3 Years
12.64%
22.41%
Beta – 1 Year
1.56
1.20
Beta – 3 Years
1.48
1.15
Sharpe Ratio – 1 Year
0.32
0.41
Sharpe Ratio – 3 Years
0.70
0.39
Worst Rolling Year
9.09%
4.49%
Value at Worst Rolling Year
₹1.09 Cr
₹1.04 Cr
Deepest Drawdown
−15.18%
−26.42%
Recovery Period
119 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.49%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 21% · S 27%
S 100%
Number of Stocks
16
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%