Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.07%
2.20%
6 Months
4.90%
6.00%
1 Year
8.20%
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
8.35%
16.60%
Fund Age
2 yrs 11 mo
3 yrs
AUM
₹5.79 Cr
₹209.72 Cr
Alpha – 1 Year
1.34%
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
14.87%
19.79%
Volatility – 3 Years
11.97%
17.07%
Beta – 1 Year
1.50
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.25
0.07
Sharpe Ratio – 3 Years
0.34
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−10.35%
−19.68%
Recovery Period
92 days
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 15%
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
20.01
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%