Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
11.42%
6 Months
7.09%
35.03%
1 Year
17.57%
37.21%
3 Years
20.39%
27.05%
5 Years
—
21.76%
Since Inception
19.75%
19.33%
Fund Age
4 yrs 2 mo
6 yrs 10 mo
AUM
₹49.8 Cr
₹2,975 Cr
Alpha – 1 Year
16.32%
23.77%
Alpha – 3 Years
14.92%
6.78%
Information Ratio – 3 Years
1.66
5.24
Volatility – 1 Year
7.36%
18.59%
Volatility – 3 Years
8.69%
19.39%
Beta – 1 Year
1.50
1.23
Beta – 3 Years
0.91
1.12
Sharpe Ratio – 1 Year
1.55
1.44
Sharpe Ratio – 3 Years
1.63
0.98
Worst Rolling Year
18.51%
-6.18%
Value at Worst Rolling Year
₹1.19 Cr
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
21.68%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%