Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
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
1.80%
2.20%
6 Months
2.80%
6.00%
1 Year
4.89%
4.90%
3 Years
12.23%
18.50%
5 Years
10.64%
—
Since Inception
8.93%
16.60%
Fund Age
12 yrs
3 yrs
AUM
₹134.76 Cr
₹209.72 Cr
Alpha – 1 Year
−1.08%
0.20%
Alpha – 3 Years
1.34%
6.40%
Information Ratio – 3 Years
0.07
1.16
Volatility – 1 Year
10.79%
19.79%
Volatility – 3 Years
9.62%
17.07%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.10
1.05
Sharpe Ratio – 1 Year
-0.01
0.07
Sharpe Ratio – 3 Years
0.69
0.81
Worst Rolling Year
0.05%
18.52%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−11.50%
−19.68%
Recovery Period
80 days
230 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 67% · M 33%
Number of Stocks
33
24
Portfolio P/E
25.96
40.00
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%