Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
2.20%
6 Months
26.95%
6.00%
1 Year
13.12%
4.90%
3 Years
17.80%
18.50%
5 Years
15.04%
—
Since Inception
22.70%
16.60%
Fund Age
8 yrs
3 yrs
AUM
₹357.26 Cr
₹209.72 Cr
Alpha – 1 Year
10.14%
0.20%
Alpha – 3 Years
5.90%
6.40%
Information Ratio – 3 Years
0.31
1.16
Volatility – 1 Year
32.38%
19.79%
Volatility – 3 Years
25.45%
17.07%
Beta – 1 Year
1.68
1.06
Beta – 3 Years
1.37
1.05
Sharpe Ratio – 1 Year
0.36
0.07
Sharpe Ratio – 3 Years
0.56
0.81
Worst Rolling Year
11.19%
18.52%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−26.50%
−19.68%
Recovery Period
80 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 67% · M 33%
Number of Stocks
42
24
Portfolio P/E
42.01
40.00
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%