Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
0.91%
6 Months
2.17%
22.17%
1 Year
7.07%
13.49%
3 Years
15.12%
12.21%
5 Years
—
11.23%
Since Inception
19.80%
22.14%
Fund Age
7 yrs 3 mo
7 yrs 4 mo
AUM
₹7.19 Cr
₹1,280.4 Cr
Alpha – 1 Year
7.50%
8.77%
Alpha – 3 Years
6.56%
0.12%
Information Ratio – 3 Years
1.22
0.01
Volatility – 1 Year
19.38%
24.60%
Volatility – 3 Years
16.31%
22.41%
Beta – 1 Year
1.18
1.20
Beta – 3 Years
1.13
1.15
Sharpe Ratio – 1 Year
0.17
0.41
Sharpe Ratio – 3 Years
0.62
0.39
Worst Rolling Year
14.31%
4.49%
Value at Worst Rolling Year
₹1.14 Cr
₹1.04 Cr
Deepest Drawdown
−17.66%
−26.42%
Recovery Period
308 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
S 100%
Number of Stocks
100
18
Portfolio P/E
27.01
34.80
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%
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 · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –
3% / 2% / 1%