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FIRST--Conservative strategy vs SageOne - Core Portfolio

FIRST--Conservative strategy

SageOne - Core Portfolio

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Growth of ₹1 Crore

FIRST--Conservative strategy

SageOne - Core Portfolio

Return for the risk

3 yrs return

20%

25%

30%

35%

SageOne - Core Portfolio

27.1% • vol 19.4%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.40%

11.42%

6 Months

3.69%

35.03%

1 Year

7.91%

37.21%

3 Years

—

27.05%

5 Years

—

21.76%

Since Inception

8.72%

19.33%

Fund Age

2 yrs 2 mo

6 yrs 10 mo

AUM

₹14.07 Cr

₹2,975 Cr

Alpha – 1 Year

2.71%

23.77%

Alpha – 3 Years

—

6.78%

Information Ratio – 3 Years

—

5.24

Volatility – 1 Year

1.00%

18.59%

Volatility – 3 Years

—

19.39%

Beta – 1 Year

0.34

1.23

Beta – 3 Years

—

1.12

Sharpe Ratio – 1 Year

2.29

1.44

Sharpe Ratio – 3 Years

—

0.98

Worst Rolling Year

—

-6.18%

Value at Worst Rolling Year

—

₹0.94 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

92.59%

Median Rolling Year

—

23.96%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

25.70

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

0.75% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

3% / 2% / 1%

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