Alternative Investment Funds (AIF)Compare Schemes
IKIGAI Emerging Equity Fund vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
IKIGAI Emerging Equity Fund
SageOne - Flagship Growth OE Fund
Return for the risk
1 yr return
5%
10%
15%
20%
25%
Nifty 500 · 12.6%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.71%
−0.30%
6 Months
17.35%
10.30%
1 Year
18.21%
15.90%
3 Years
—
—
5 Years
—
—
Since Inception
7.53%
7.00%
Fund Age
2 yrs 2 mo
1 yr 10 mo
AUM
₹3,837 Cr
₹1,732 Cr
Alpha – 1 Year
5.60%
12.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.29%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.56
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−11.45%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 44% · S 45%
L 2% · M 6% · S 76%
Number of Stocks
52
51
Portfolio P/E
27.00
47.40
Top 5 Holdings
Happy Forgings Ltd · 4.85%
ALKYL AMINES CHEMICALS LTD · 3.91%
VST Tillers Tractors Ltd · 3.91%
Kajaria Ceramics Ltd · 3.88%
Century Plyboards India Ltd · 3.63%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
Capital Goods · 16.23%
Financial Services · 14.97%
Chemicals · 13.87%
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%