Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
SageOne - Core Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
11.42%
6 Months
7.09%
35.03%
1 Year
−3.99%
37.21%
3 Years
6.36%
27.05%
5 Years
—
21.76%
Since Inception
8.96%
19.33%
Fund Age
3 yrs 3 mo
6 yrs 10 mo
AUM
₹101.42 Cr
₹2,975 Cr
Alpha – 1 Year
−8.71%
23.77%
Alpha – 3 Years
−5.73%
6.78%
Information Ratio – 3 Years
-0.76
5.24
Volatility – 1 Year
21.06%
18.59%
Volatility – 3 Years
16.81%
19.39%
Beta – 1 Year
1.13
1.23
Beta – 3 Years
1.00
1.12
Sharpe Ratio – 1 Year
-0.35
1.44
Sharpe Ratio – 3 Years
0.15
0.98
Worst Rolling Year
5.39%
-6.18%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−25.09%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
7.02%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
25
14
Portfolio P/E
—
25.70
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%