Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
10.24%
6 Months
35.03%
31.65%
1 Year
37.21%
26.47%
3 Years
27.05%
18.72%
5 Years
21.76%
16.28%
Since Inception
19.33%
14.51%
Fund Age
6 yrs 10 mo
10 yrs 10 mo
AUM
₹2,975 Cr
₹423.36 Cr
Alpha – 1 Year
23.77%
21.75%
Alpha – 3 Years
6.78%
6.63%
Information Ratio – 3 Years
5.24
0.36
Volatility – 1 Year
18.59%
28.25%
Volatility – 3 Years
19.39%
24.90%
Beta – 1 Year
1.23
1.32
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
1.44
0.78
Sharpe Ratio – 3 Years
0.98
0.60
Worst Rolling Year
-6.18%
-5.98%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
—
−31.67%
Recovery Period
—
492 days
1-Year Rolling Windows Positive
92.59%
86.69%
Median Rolling Year
23.96%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 82%
Number of Stocks
14
62
Portfolio P/E
25.70
61.63
Top 5 Holdings
—
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%