Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
11.42%
6 Months
4.90%
35.03%
1 Year
8.20%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
8.35%
19.33%
Fund Age
2 yrs 11 mo
6 yrs 10 mo
AUM
₹5.79 Cr
₹2,975 Cr
Alpha – 1 Year
1.34%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
14.87%
18.59%
Volatility – 3 Years
11.97%
19.39%
Beta – 1 Year
1.50
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.25
1.44
Sharpe Ratio – 3 Years
0.34
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−10.35%
—
Recovery Period
92 days
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 15%
—
Number of Stocks
—
14
Portfolio P/E
20.01
25.70
Top 5 Holdings
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%