Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
2.20%
6 Months
2.17%
6.00%
1 Year
7.07%
4.90%
3 Years
15.12%
18.50%
5 Years
—
—
Since Inception
19.80%
16.60%
Fund Age
7 yrs 3 mo
3 yrs
AUM
₹7.19 Cr
₹209.72 Cr
Alpha – 1 Year
7.50%
0.20%
Alpha – 3 Years
6.56%
6.40%
Information Ratio – 3 Years
1.22
1.16
Volatility – 1 Year
19.38%
19.79%
Volatility – 3 Years
16.31%
17.07%
Beta – 1 Year
1.18
1.06
Beta – 3 Years
1.13
1.05
Sharpe Ratio – 1 Year
0.17
0.07
Sharpe Ratio – 3 Years
0.62
0.81
Worst Rolling Year
14.31%
18.52%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−17.66%
−19.68%
Recovery Period
308 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 73% · M 25%
L 67% · M 33%
Number of Stocks
100
24
Portfolio P/E
27.01
40.00
Top 5 Holdings
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
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 · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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%