Alternative Investment Funds (AIF)Compare Schemes
Nippon - (Empowered India) vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Nippon - (Empowered India)
SageOne - Flagship Growth OE Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 500 Index · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.82%
−0.30%
6 Months
5.72%
10.30%
1 Year
1.32%
15.90%
3 Years
—
—
5 Years
—
—
Since Inception
1.83%
7.00%
Fund Age
12 mo
1 yr 10 mo
AUM
—
₹1,732 Cr
Alpha – 1 Year
−1.08%
12.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.16%
22.29%
Volatility – 3 Years
—
—
Beta – 1 Year
0.93
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.18
0.56
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−11.45%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 17% · S 47%
L 2% · M 6% · S 76%
Number of Stocks
51
51
Portfolio P/E
35.98
47.40
Top 5 Holdings
Cash & Cash Equivalent · 12.38%
ICICI Bank Ltd · 4.59%
HDFC Bank Ltd · 3.38%
Edelweiss Financial Services Ltd · 3.33%
Biocon Ltd · 3.01%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
Financial Services · 30.15%
Healthcare · 11.14%
Capital Goods · 9.34%
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%