Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
11.42%
6 Months
16.85%
35.03%
1 Year
9.30%
37.21%
3 Years
14.05%
27.05%
5 Years
14.30%
21.76%
Since Inception
24.29%
19.33%
Fund Age
14 yrs 10 mo
6 yrs 10 mo
AUM
₹372.24 Cr
₹2,975 Cr
Alpha – 1 Year
4.58%
23.77%
Alpha – 3 Years
1.97%
6.78%
Information Ratio – 3 Years
0.33
5.24
Volatility – 1 Year
21.18%
18.59%
Volatility – 3 Years
20.18%
19.39%
Beta – 1 Year
1.04
1.23
Beta – 3 Years
1.12
1.12
Sharpe Ratio – 1 Year
0.27
1.44
Sharpe Ratio – 3 Years
0.49
0.98
Worst Rolling Year
-10.46%
-6.18%
Value at Worst Rolling Year
₹0.90 Cr
₹0.94 Cr
Deepest Drawdown
−23.77%
—
Recovery Period
99 days
—
1-Year Rolling Windows Positive
93.61%
92.59%
Median Rolling Year
27.35%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / 2% / 1%