Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Sundaram Alternate - SELF
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%
7.67%
6 Months
35.03%
27.70%
1 Year
37.21%
47.52%
3 Years
27.05%
23.98%
5 Years
21.76%
15.87%
Since Inception
19.33%
18.55%
Fund Age
6 yrs 10 mo
16 yrs 2 mo
AUM
₹2,975 Cr
₹1,022.92 Cr
Alpha – 1 Year
23.77%
42.80%
Alpha – 3 Years
6.78%
11.89%
Information Ratio – 3 Years
5.24
1.12
Volatility – 1 Year
18.59%
28.29%
Volatility – 3 Years
19.39%
20.76%
Beta – 1 Year
1.23
1.36
Beta – 3 Years
1.12
1.07
Sharpe Ratio – 1 Year
1.44
1.33
Sharpe Ratio – 3 Years
0.98
0.99
Worst Rolling Year
-6.18%
-4.58%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
—
−19.51%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
92.59%
97.86%
Median Rolling Year
23.96%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
14
26
Portfolio P/E
25.70
50.74
Top 5 Holdings
—
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%