Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
5.80%
6 Months
35.03%
20.03%
1 Year
37.21%
17.27%
3 Years
27.05%
12.81%
5 Years
21.76%
11.98%
Since Inception
19.33%
14.70%
Fund Age
6 yrs 10 mo
6 yrs 10 mo
AUM
₹2,975 Cr
₹201.68 Cr
Alpha – 1 Year
23.77%
12.55%
Alpha – 3 Years
6.78%
0.73%
Information Ratio – 3 Years
5.24
0.15
Volatility – 1 Year
18.59%
22.73%
Volatility – 3 Years
19.39%
20.11%
Beta – 1 Year
1.23
1.17
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
1.44
0.58
Sharpe Ratio – 3 Years
0.98
0.44
Worst Rolling Year
-6.18%
7.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.08 Cr
Deepest Drawdown
—
−25.65%
Recovery Period
—
520 days
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 4% · S 49%
Number of Stocks
14
24
Portfolio P/E
25.70
29.51
Top 5 Holdings
—
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%