Portfolio Management Services (PMS)Compare Schemes
Prudent Equity Growth Strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Prudent Equity Growth Strategy
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.67%
11.42%
6 Months
4.01%
35.03%
1 Year
3.88%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
−1.21%
19.33%
Fund Age
2 yrs 1 mo
6 yrs 10 mo
AUM
₹29.71 Cr
₹2,975 Cr
Alpha – 1 Year
−0.84%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
22.02%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.16
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.03
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−15.04%
—
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
M 9% · S 73%
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
3% / 2% / 1%