Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
SBI AEON ALPHA PMS
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%
0.41%
6 Months
35.03%
20.81%
1 Year
37.21%
15.63%
3 Years
27.05%
13.76%
5 Years
21.76%
—
Since Inception
19.33%
14.77%
Fund Age
6 yrs 10 mo
4 yrs 6 mo
AUM
₹2,975 Cr
₹751.68 Cr
Alpha – 1 Year
23.77%
16.06%
Alpha – 3 Years
6.78%
5.19%
Information Ratio – 3 Years
5.24
0.25
Volatility – 1 Year
18.59%
18.90%
Volatility – 3 Years
19.39%
16.75%
Beta – 1 Year
1.23
0.89
Beta – 3 Years
1.12
0.79
Sharpe Ratio – 1 Year
1.44
0.57
Sharpe Ratio – 3 Years
0.98
0.53
Worst Rolling Year
-6.18%
13.60%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
—
−21.60%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 16% · M 11% · S 70%
Number of Stocks
14
—
Portfolio P/E
25.70
—
Top 5 Holdings
—
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%