Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
SageOne - Flagship Growth OE Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
−0.30%
6 Months
2.63%
10.30%
1 Year
3.23%
15.90%
3 Years
9.96%
—
5 Years
19.65%
—
Since Inception
21.25%
7.00%
Fund Age
7 yrs 4 mo
1 yr 10 mo
AUM
₹877.78 Cr
₹1,732 Cr
Alpha – 1 Year
4.78%
12.90%
Alpha – 3 Years
2.69%
—
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
2.24%
22.29%
Volatility – 3 Years
12.79%
—
Beta – 1 Year
0.11
1.39
Beta – 3 Years
0.33
—
Sharpe Ratio – 1 Year
-0.98
0.56
Sharpe Ratio – 3 Years
0.37
—
Worst Rolling Year
9.97%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−13.39%
−11.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
35.04%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
L 2% · M 6% · S 76%
Number of Stocks
—
51
Portfolio P/E
—
47.40
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
—
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%