Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
11.42%
6 Months
10.26%
35.03%
1 Year
20.10%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
21.53%
19.33%
Fund Age
18 mo
6 yrs 10 mo
AUM
₹79.16 Cr
₹2,975 Cr
Alpha – 1 Year
17.12%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
19.38%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.85
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.76
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
—
Number of Stocks
66
14
Portfolio P/E
52.54
25.70
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%