Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
JM-Apex
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
11.42%
6 Months
17.39%
35.03%
1 Year
20.93%
37.21%
3 Years
17.01%
27.05%
5 Years
—
21.76%
Since Inception
19.54%
19.33%
Fund Age
3 yrs 6 mo
6 yrs 10 mo
AUM
₹615.02 Cr
₹2,975 Cr
Alpha – 1 Year
16.21%
23.77%
Alpha – 3 Years
4.92%
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
19.36%
18.59%
Volatility – 3 Years
18.51%
19.39%
Beta – 1 Year
1.01
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.81
1.44
Sharpe Ratio – 3 Years
0.72
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.79%
—
Recovery Period
45 days
—
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
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%