Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
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
1.74%
2.20%
6 Months
3.03%
6.00%
1 Year
3.99%
4.90%
3 Years
8.85%
18.50%
5 Years
8.35%
—
Since Inception
10.50%
16.60%
Fund Age
8 yrs 2 mo
3 yrs
AUM
₹274.26 Cr
₹209.72 Cr
Alpha – 1 Year
−0.73%
0.20%
Alpha – 3 Years
−3.23%
6.40%
Information Ratio – 3 Years
-0.72
1.16
Volatility – 1 Year
15.72%
19.79%
Volatility – 3 Years
15.15%
17.07%
Beta – 1 Year
0.89
1.06
Beta – 3 Years
0.94
1.05
Sharpe Ratio – 1 Year
-0.08
0.07
Sharpe Ratio – 3 Years
0.27
0.81
Worst Rolling Year
7.13%
18.52%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−20.31%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 27% · S 18%
L 67% · M 33%
Number of Stocks
40
24
Portfolio P/E
30.14
40.00
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
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
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
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
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%