Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
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
4.94%
0.91%
6 Months
11.49%
22.17%
1 Year
3.89%
13.49%
3 Years
8.19%
12.21%
5 Years
11.02%
11.23%
Since Inception
10.97%
22.14%
Fund Age
13 yrs 8 mo
7 yrs 4 mo
AUM
₹360.51 Cr
₹1,280.4 Cr
Alpha – 1 Year
0.91%
8.77%
Alpha – 3 Years
−3.69%
0.12%
Information Ratio – 3 Years
-0.18
0.01
Volatility – 1 Year
23.04%
24.60%
Volatility – 3 Years
19.34%
22.41%
Beta – 1 Year
1.26
1.20
Beta – 3 Years
1.17
1.15
Sharpe Ratio – 1 Year
0.04
0.41
Sharpe Ratio – 3 Years
0.30
0.39
Worst Rolling Year
-8.10%
4.49%
Value at Worst Rolling Year
₹0.92 Cr
₹1.04 Cr
Deepest Drawdown
−30.43%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
S 100%
Number of Stocks
29
18
Portfolio P/E
37.17
34.80
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%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%
3% / 2% / 1%