Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
11.42%
6 Months
4.47%
35.03%
1 Year
−9.70%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
13.40%
19.33%
Fund Age
2 yrs 8 mo
6 yrs 10 mo
AUM
₹11.72 Cr
₹2,975 Cr
Alpha – 1 Year
−4.20%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
9.16%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.51
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-1.67
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 21% · S 9%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
—
Top Sectors
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%