Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
2.20%
6 Months
10.76%
6.00%
1 Year
8.14%
4.90%
3 Years
7.76%
18.50%
5 Years
10.03%
—
Since Inception
11.69%
16.60%
Fund Age
6 yrs 8 mo
3 yrs
AUM
₹87.23 Cr
₹209.72 Cr
Alpha – 1 Year
8.57%
0.20%
Alpha – 3 Years
−0.81%
6.40%
Information Ratio – 3 Years
0.02
1.16
Volatility – 1 Year
23.09%
19.79%
Volatility – 3 Years
18.26%
17.07%
Beta – 1 Year
1.29
1.06
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.21
0.07
Sharpe Ratio – 3 Years
0.22
0.81
Worst Rolling Year
6.59%
18.52%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−25.42%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 67% · M 33%
Number of Stocks
41
24
Portfolio P/E
25.23
40.00
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp 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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%