Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Square 64 - Multicap
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%
5.13%
6 Months
35.03%
29.29%
1 Year
37.21%
14.37%
3 Years
27.05%
—
5 Years
21.76%
—
Since Inception
19.33%
7.27%
Fund Age
6 yrs 10 mo
1 yr 10 mo
AUM
₹2,975 Cr
₹108.4 Cr
Alpha – 1 Year
23.77%
9.65%
Alpha – 3 Years
6.78%
—
Information Ratio – 3 Years
5.24
—
Volatility – 1 Year
18.59%
30.58%
Volatility – 3 Years
19.39%
—
Beta – 1 Year
1.23
1.41
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
1.44
0.40
Sharpe Ratio – 3 Years
0.98
—
Worst Rolling Year
-6.18%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
—
−25.30%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
92.59%
—
Median Rolling Year
23.96%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
14
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Portfolio P/E
25.70
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Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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