Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.57%
2.20%
6 Months
3.80%
6.00%
1 Year
20.95%
4.90%
3 Years
16.43%
18.50%
5 Years
15.76%
—
Since Inception
14.79%
16.60%
Fund Age
5 yrs 8 mo
3 yrs
AUM
₹116.87 Cr
₹209.72 Cr
Alpha – 1 Year
13.41%
0.20%
Alpha – 3 Years
5.18%
6.40%
Information Ratio – 3 Years
0.32
1.16
Volatility – 1 Year
9.08%
19.79%
Volatility – 3 Years
12.28%
17.07%
Beta – 1 Year
0.54
1.06
Beta – 3 Years
0.90
1.05
Sharpe Ratio – 1 Year
1.56
0.07
Sharpe Ratio – 3 Years
0.88
0.81
Worst Rolling Year
10.68%
18.52%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−18.39%
−19.68%
Recovery Period
200 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.68%
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
—
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%