Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
11.42%
6 Months
−2.07%
35.03%
1 Year
−0.17%
37.21%
3 Years
9.32%
27.05%
5 Years
7.90%
21.76%
Since Inception
11.39%
19.33%
Fund Age
7 yrs 6 mo
6 yrs 10 mo
AUM
₹2.61 Cr
₹2,975 Cr
Alpha – 1 Year
0.18%
23.77%
Alpha – 3 Years
0.32%
6.78%
Information Ratio – 3 Years
0.24
5.24
Volatility – 1 Year
16.91%
18.59%
Volatility – 3 Years
14.31%
19.39%
Beta – 1 Year
1.05
1.23
Beta – 3 Years
1.01
1.12
Sharpe Ratio – 1 Year
-0.24
1.44
Sharpe Ratio – 3 Years
0.31
0.98
Worst Rolling Year
7.30%
-6.18%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−17.23%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
13.22%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
—
Number of Stocks
26
14
Portfolio P/E
24.76
25.70
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
—
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%