Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Super Value Fund vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Super Value Fund
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
3.00%
0.91%
6 Months
20.83%
22.17%
1 Year
12.18%
13.49%
3 Years
13.97%
12.21%
5 Years
17.12%
11.23%
Since Inception
15.75%
22.14%
Fund Age
13 yrs 8 mo
7 yrs 4 mo
AUM
₹205.48 Cr
₹1,280.4 Cr
Alpha – 1 Year
9.20%
8.77%
Alpha – 3 Years
2.09%
0.12%
Information Ratio – 3 Years
0.40
0.01
Volatility – 1 Year
27.53%
24.60%
Volatility – 3 Years
22.15%
22.41%
Beta – 1 Year
1.45
1.20
Beta – 3 Years
1.20
1.15
Sharpe Ratio – 1 Year
0.35
0.41
Sharpe Ratio – 3 Years
0.55
0.39
Worst Rolling Year
-9.57%
4.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.04 Cr
Deepest Drawdown
−29.31%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
93.51%
100.00%
Median Rolling Year
17.67%
19.05%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 17% · M 21% · S 60%
S 100%
Number of Stocks
30
18
Portfolio P/E
46.79
34.80
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%
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 · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%