Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
2.20%
6 Months
16.85%
6.00%
1 Year
9.30%
4.90%
3 Years
14.05%
18.50%
5 Years
14.30%
—
Since Inception
24.29%
16.60%
Fund Age
14 yrs 10 mo
3 yrs
AUM
₹372.24 Cr
₹209.72 Cr
Alpha – 1 Year
4.58%
0.20%
Alpha – 3 Years
1.97%
6.40%
Information Ratio – 3 Years
0.33
1.16
Volatility – 1 Year
21.18%
19.79%
Volatility – 3 Years
20.18%
17.07%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.27
0.07
Sharpe Ratio – 3 Years
0.49
0.81
Worst Rolling Year
-10.46%
18.52%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−23.77%
−19.68%
Recovery Period
99 days
230 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%