Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.10%
2.20%
6 Months
8.00%
6.00%
1 Year
6.50%
4.90%
3 Years
11.40%
18.50%
5 Years
—
—
Since Inception
13.00%
16.60%
Fund Age
3 yrs 6 mo
3 yrs
AUM
₹9.42 Cr
₹209.72 Cr
Alpha – 1 Year
1.80%
0.20%
Alpha – 3 Years
−0.70%
6.40%
Information Ratio – 3 Years
-0.20
1.16
Volatility – 1 Year
21.60%
19.79%
Volatility – 3 Years
16.09%
17.07%
Beta – 1 Year
1.19
1.06
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.17
0.07
Sharpe Ratio – 3 Years
0.37
0.81
Worst Rolling Year
8.82%
18.52%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−17.53%
−19.68%
Recovery Period
122 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.10%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 51% · M 15% · S 33%
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
Top 5 Holdings
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
0% / 0% / 0%