Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
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
3.11%
0.91%
6 Months
4.12%
22.17%
1 Year
−0.25%
13.49%
3 Years
10.95%
12.21%
5 Years
10.56%
11.23%
Since Inception
10.62%
22.14%
Fund Age
13 yrs 8 mo
7 yrs 4 mo
AUM
₹41.22 Cr
₹1,280.4 Cr
Alpha – 1 Year
0.18%
8.77%
Alpha – 3 Years
2.39%
0.12%
Information Ratio – 3 Years
0.52
0.01
Volatility – 1 Year
20.61%
24.60%
Volatility – 3 Years
17.57%
22.41%
Beta – 1 Year
1.24
1.20
Beta – 3 Years
1.19
1.15
Sharpe Ratio – 1 Year
-0.18
0.41
Sharpe Ratio – 3 Years
0.46
0.39
Worst Rolling Year
-10.52%
4.49%
Value at Worst Rolling Year
₹0.89 Cr
₹1.04 Cr
Deepest Drawdown
−22.41%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
19.05%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
S 100%
Number of Stocks
25
18
Portfolio P/E
36.71
34.80
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%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%