Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
11.42%
6 Months
6.66%
35.03%
1 Year
7.95%
37.21%
3 Years
14.01%
27.05%
5 Years
12.40%
21.76%
Since Inception
16.07%
19.33%
Fund Age
12 yrs 5 mo
6 yrs 10 mo
AUM
₹27.98 Cr
₹2,975 Cr
Alpha – 1 Year
3.23%
23.77%
Alpha – 3 Years
1.92%
6.78%
Information Ratio – 3 Years
0.55
5.24
Volatility – 1 Year
16.42%
18.59%
Volatility – 3 Years
14.36%
19.39%
Beta – 1 Year
0.92
1.23
Beta – 3 Years
0.91
1.12
Sharpe Ratio – 1 Year
0.15
1.44
Sharpe Ratio – 3 Years
0.63
0.98
Worst Rolling Year
-4.39%
-6.18%
Value at Worst Rolling Year
₹0.96 Cr
₹0.94 Cr
Deepest Drawdown
−17.36%
—
Recovery Period
532 days
—
1-Year Rolling Windows Positive
97.43%
92.59%
Median Rolling Year
15.67%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
—
Number of Stocks
30
14
Portfolio P/E
29.90
25.70
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
—
Top Sectors
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
—
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%