Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Sameeksha - Equity Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
−0.38%
6 Months
35.03%
11.48%
1 Year
37.21%
7.29%
3 Years
27.05%
16.29%
5 Years
21.76%
16.45%
Since Inception
19.33%
20.67%
Fund Age
6 yrs 10 mo
10 yrs 4 mo
AUM
₹2,975 Cr
₹1,333.94 Cr
Alpha – 1 Year
23.77%
2.57%
Alpha – 3 Years
6.78%
4.20%
Information Ratio – 3 Years
5.24
0.52
Volatility – 1 Year
18.59%
21.33%
Volatility – 3 Years
19.39%
16.22%
Beta – 1 Year
1.23
1.18
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
1.44
0.18
Sharpe Ratio – 3 Years
0.98
0.69
Worst Rolling Year
-6.18%
-0.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.99 Cr
Deepest Drawdown
—
−19.36%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
92.59%
98.89%
Median Rolling Year
23.96%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
14
50
Portfolio P/E
25.70
21.52
Top 5 Holdings
—
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%