Alternative Investment Funds (AIF)Compare Schemes
Prudent Equity ACE Fund vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Prudent Equity ACE Fund
SageOne - Flagship Growth OE Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.40%
−0.30%
6 Months
4.20%
10.30%
1 Year
−1.50%
15.90%
3 Years
17.60%
—
5 Years
—
—
Since Inception
23.60%
7.00%
Fund Age
3 yrs 7 mo
1 yr 10 mo
AUM
—
₹1,732 Cr
Alpha – 1 Year
−3.50%
12.90%
Alpha – 3 Years
6.90%
—
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.18%
22.29%
Volatility – 3 Years
24.12%
—
Beta – 1 Year
1.17
1.39
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
-0.20
0.56
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
17.56%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−23.18%
−11.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.42%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 6% · S 76%
Number of Stocks
—
51
Portfolio P/E
—
47.40
Top 5 Holdings
—
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
—
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
3.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%