Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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
0.95%
11.42%
6 Months
11.98%
35.03%
1 Year
18.12%
37.21%
3 Years
18.24%
27.05%
5 Years
—
21.76%
Since Inception
20.21%
19.33%
Fund Age
4 yrs 8 mo
6 yrs 10 mo
AUM
₹424.87 Cr
₹2,975 Cr
Alpha – 1 Year
13.40%
23.77%
Alpha – 3 Years
6.15%
6.78%
Information Ratio – 3 Years
0.85
5.24
Volatility – 1 Year
22.44%
18.59%
Volatility – 3 Years
19.69%
19.39%
Beta – 1 Year
1.22
1.23
Beta – 3 Years
1.10
1.12
Sharpe Ratio – 1 Year
0.61
1.44
Sharpe Ratio – 3 Years
0.80
0.98
Worst Rolling Year
18.24%
-6.18%
Value at Worst Rolling Year
₹1.18 Cr
₹0.94 Cr
Deepest Drawdown
−25.57%
—
Recovery Period
337 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
24.33%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
—
Number of Stocks
30
14
Portfolio P/E
23.45
25.70
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
—
Top Sectors
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%