Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
2.20%
6 Months
−5.38%
6.00%
1 Year
−6.70%
4.90%
3 Years
7.98%
18.50%
5 Years
—
—
Since Inception
7.98%
16.60%
Fund Age
2 yrs 11 mo
3 yrs
AUM
₹7.31 Cr
₹209.72 Cr
Alpha – 1 Year
−6.35%
0.20%
Alpha – 3 Years
−1.02%
6.40%
Information Ratio – 3 Years
-0.08
1.16
Volatility – 1 Year
17.44%
19.79%
Volatility – 3 Years
15.65%
17.07%
Beta – 1 Year
1.08
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.61
0.07
Sharpe Ratio – 3 Years
0.22
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−21.15%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 26% · S 9%
L 67% · M 33%
Number of Stocks
66
24
Portfolio P/E
27.03
40.00
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%