Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
2.20%
6 Months
24.60%
6.00%
1 Year
7.56%
4.90%
3 Years
20.98%
18.50%
5 Years
—
—
Since Inception
24.10%
16.60%
Fund Age
4 yrs 4 mo
3 yrs
AUM
₹3.89 Cr
₹209.72 Cr
Alpha – 1 Year
4.58%
0.20%
Alpha – 3 Years
9.08%
6.40%
Information Ratio – 3 Years
0.07
1.16
Volatility – 1 Year
32.74%
19.79%
Volatility – 3 Years
27.24%
17.07%
Beta – 1 Year
1.49
1.06
Beta – 3 Years
1.30
1.05
Sharpe Ratio – 1 Year
0.20
0.07
Sharpe Ratio – 3 Years
0.49
0.81
Worst Rolling Year
17.91%
18.52%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−34.40%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
27
24
Portfolio P/E
52.77
40.00
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%