Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
35.03%
31.10%
1 Year
37.21%
52.47%
3 Years
27.05%
17.74%
5 Years
21.76%
16.38%
Since Inception
19.33%
15.58%
Fund Age
6 yrs 10 mo
16 yrs 9 mo
AUM
₹2,975 Cr
₹132.42 Cr
Alpha – 1 Year
23.77%
47.75%
Alpha – 3 Years
6.78%
5.65%
Information Ratio – 3 Years
5.24
0.46
Volatility – 1 Year
18.59%
26.74%
Volatility – 3 Years
19.39%
21.32%
Beta – 1 Year
1.23
1.30
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
1.44
1.52
Sharpe Ratio – 3 Years
0.98
0.68
Worst Rolling Year
-6.18%
-15.93%
Value at Worst Rolling Year
₹0.94 Cr
₹0.84 Cr
Deepest Drawdown
—
−20.79%
Recovery Period
—
134 days
1-Year Rolling Windows Positive
92.59%
89.14%
Median Rolling Year
23.96%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
14
26
Portfolio P/E
25.70
31.63
Top 5 Holdings
—
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%