Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
2.20%
6 Months
11.49%
6.00%
1 Year
3.89%
4.90%
3 Years
8.19%
18.50%
5 Years
11.02%
—
Since Inception
10.97%
16.60%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹360.51 Cr
₹209.72 Cr
Alpha – 1 Year
0.91%
0.20%
Alpha – 3 Years
−3.69%
6.40%
Information Ratio – 3 Years
-0.18
1.16
Volatility – 1 Year
23.04%
19.79%
Volatility – 3 Years
19.34%
17.07%
Beta – 1 Year
1.26
1.06
Beta – 3 Years
1.17
1.05
Sharpe Ratio – 1 Year
0.04
0.07
Sharpe Ratio – 3 Years
0.30
0.81
Worst Rolling Year
-8.10%
18.52%
Value at Worst Rolling Year
₹0.92 Cr
₹1.19 Cr
Deepest Drawdown
−30.43%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 33%
L 67% · M 33%
Number of Stocks
29
24
Portfolio P/E
37.17
40.00
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%