Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
11.42%
10.15%
6 Months
35.03%
31.39%
1 Year
37.21%
26.01%
3 Years
27.05%
19.28%
5 Years
21.76%
23.67%
Since Inception
19.33%
28.23%
Fund Age
6 yrs 10 mo
5 yrs 4 mo
AUM
₹2,975 Cr
₹483.07 Cr
Alpha – 1 Year
23.77%
21.29%
Alpha – 3 Years
6.78%
7.19%
Information Ratio – 3 Years
5.24
0.38
Volatility – 1 Year
18.59%
27.77%
Volatility – 3 Years
19.39%
26.19%
Beta – 1 Year
1.23
1.29
Beta – 3 Years
1.12
1.20
Sharpe Ratio – 1 Year
1.44
0.78
Sharpe Ratio – 3 Years
0.98
0.61
Worst Rolling Year
-6.18%
19.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
14
63
Portfolio P/E
25.70
62.66
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%