Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
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
2.93%
0.91%
6 Months
19.55%
22.17%
1 Year
11.69%
13.49%
3 Years
15.46%
12.21%
5 Years
—
11.23%
Since Inception
23.05%
22.14%
Fund Age
3 yrs 4 mo
7 yrs 4 mo
AUM
₹95.08 Cr
₹1,280.4 Cr
Alpha – 1 Year
8.71%
8.77%
Alpha – 3 Years
3.58%
0.12%
Information Ratio – 3 Years
0.52
0.01
Volatility – 1 Year
27.25%
24.60%
Volatility – 3 Years
23.29%
22.41%
Beta – 1 Year
1.44
1.20
Beta – 3 Years
1.22
1.15
Sharpe Ratio – 1 Year
0.33
0.41
Sharpe Ratio – 3 Years
0.66
0.39
Worst Rolling Year
15.47%
4.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
−32.01%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
Top 5 Holdings
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
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
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%