Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
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
4.17%
11.42%
6 Months
20.15%
35.03%
1 Year
7.22%
37.21%
3 Years
9.88%
27.05%
5 Years
10.18%
21.76%
Since Inception
17.47%
19.33%
Fund Age
5 yrs 8 mo
6 yrs 10 mo
AUM
₹112.12 Cr
₹2,975 Cr
Alpha – 1 Year
2.50%
23.77%
Alpha – 3 Years
−2.21%
6.78%
Information Ratio – 3 Years
-0.17
5.24
Volatility – 1 Year
30.34%
18.59%
Volatility – 3 Years
23.32%
19.39%
Beta – 1 Year
1.54
1.23
Beta – 3 Years
1.29
1.12
Sharpe Ratio – 1 Year
0.19
1.44
Sharpe Ratio – 3 Years
0.29
0.98
Worst Rolling Year
8.52%
-6.18%
Value at Worst Rolling Year
₹1.09 Cr
₹0.94 Cr
Deepest Drawdown
−32.53%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
18.20%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 39% · S 59%
—
Number of Stocks
28
14
Portfolio P/E
38.78
25.70
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%