Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
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
−0.19%
0.91%
6 Months
11.46%
22.17%
1 Year
8.21%
13.49%
3 Years
12.09%
12.21%
5 Years
11.81%
11.23%
Since Inception
13.34%
22.14%
Fund Age
5 yrs 3 mo
7 yrs 4 mo
AUM
₹34.29 Cr
₹1,280.4 Cr
Alpha – 1 Year
5.23%
8.77%
Alpha – 3 Years
0.21%
0.12%
Information Ratio – 3 Years
0.17
0.01
Volatility – 1 Year
24.84%
24.60%
Volatility – 3 Years
21.42%
22.41%
Beta – 1 Year
1.25
1.20
Beta – 3 Years
1.08
1.15
Sharpe Ratio – 1 Year
0.21
0.41
Sharpe Ratio – 3 Years
0.49
0.39
Worst Rolling Year
7.11%
4.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−34.77%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
S 100%
Number of Stocks
37
18
Portfolio P/E
52.15
34.80
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
3% / 2% / 1%