Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
11.42%
6 Months
13.11%
35.03%
1 Year
15.44%
37.21%
3 Years
15.82%
27.05%
5 Years
15.29%
21.76%
Since Inception
15.37%
19.33%
Fund Age
9 yrs 4 mo
6 yrs 10 mo
AUM
₹32.48 Cr
₹2,975 Cr
Alpha – 1 Year
10.72%
23.77%
Alpha – 3 Years
3.73%
6.78%
Information Ratio – 3 Years
0.69
5.24
Volatility – 1 Year
17.99%
18.59%
Volatility – 3 Years
17.45%
19.39%
Beta – 1 Year
0.99
1.23
Beta – 3 Years
1.02
1.12
Sharpe Ratio – 1 Year
0.59
1.44
Sharpe Ratio – 3 Years
0.71
0.98
Worst Rolling Year
-6.27%
-6.18%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−21.15%
—
Recovery Period
474 days
—
1-Year Rolling Windows Positive
92.43%
92.59%
Median Rolling Year
21.04%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
—
Number of Stocks
30
14
Portfolio P/E
30.67
25.70
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
—
Top Sectors
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%