Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
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
3.00%
2.20%
6 Months
20.83%
6.00%
1 Year
12.18%
4.90%
3 Years
13.97%
18.50%
5 Years
17.12%
—
Since Inception
15.75%
16.60%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹205.48 Cr
₹209.72 Cr
Alpha – 1 Year
9.20%
0.20%
Alpha – 3 Years
2.09%
6.40%
Information Ratio – 3 Years
0.40
1.16
Volatility – 1 Year
27.53%
19.79%
Volatility – 3 Years
22.15%
17.07%
Beta – 1 Year
1.45
1.06
Beta – 3 Years
1.20
1.05
Sharpe Ratio – 1 Year
0.35
0.07
Sharpe Ratio – 3 Years
0.55
0.81
Worst Rolling Year
-9.57%
18.52%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−29.31%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
18.77%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 17% · M 21% · S 60%
L 67% · M 33%
Number of Stocks
30
24
Portfolio P/E
46.79
40.00
Top 5 Holdings
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
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 · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%