Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
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
3.11%
2.20%
6 Months
4.12%
6.00%
1 Year
−0.25%
4.90%
3 Years
10.95%
18.50%
5 Years
10.56%
—
Since Inception
10.62%
16.60%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹41.22 Cr
₹209.72 Cr
Alpha – 1 Year
0.18%
0.20%
Alpha – 3 Years
2.39%
6.40%
Information Ratio – 3 Years
0.52
1.16
Volatility – 1 Year
20.61%
19.79%
Volatility – 3 Years
17.57%
17.07%
Beta – 1 Year
1.24
1.06
Beta – 3 Years
1.19
1.05
Sharpe Ratio – 1 Year
-0.18
0.07
Sharpe Ratio – 3 Years
0.46
0.81
Worst Rolling Year
-10.52%
18.52%
Value at Worst Rolling Year
₹0.89 Cr
₹1.19 Cr
Deepest Drawdown
−22.41%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
18.77%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
L 67% · M 33%
Number of Stocks
25
24
Portfolio P/E
36.71
40.00
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%