Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
0.91%
6 Months
8.08%
22.17%
1 Year
10.16%
13.49%
3 Years
15.60%
12.21%
5 Years
—
11.23%
Since Inception
19.84%
22.14%
Fund Age
6 yrs 11 mo
7 yrs 4 mo
AUM
₹3.18 Cr
₹1,280.4 Cr
Alpha – 1 Year
7.18%
8.77%
Alpha – 3 Years
3.72%
0.12%
Information Ratio – 3 Years
0.60
0.01
Volatility – 1 Year
19.93%
24.60%
Volatility – 3 Years
18.09%
22.41%
Beta – 1 Year
1.12
1.20
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
0.31
0.41
Sharpe Ratio – 3 Years
0.60
0.39
Worst Rolling Year
14.68%
4.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
−19.38%
−26.42%
Recovery Period
493 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
S 100%
Number of Stocks
29
18
Portfolio P/E
38.53
34.80
Top 5 Holdings
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
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 · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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%