Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
35.03%
23.48%
1 Year
37.21%
38.68%
3 Years
27.05%
26.01%
5 Years
21.76%
16.58%
Since Inception
19.33%
18.98%
Fund Age
6 yrs 10 mo
16 yrs 6 mo
AUM
₹2,975 Cr
₹1,885.18 Cr
Alpha – 1 Year
23.77%
33.96%
Alpha – 3 Years
6.78%
13.92%
Information Ratio – 3 Years
5.24
1.27
Volatility – 1 Year
18.59%
28.06%
Volatility – 3 Years
19.39%
20.41%
Beta – 1 Year
1.23
1.39
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
1.44
1.12
Sharpe Ratio – 3 Years
0.98
1.06
Worst Rolling Year
-6.18%
-4.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
60 days
1-Year Rolling Windows Positive
92.59%
98.28%
Median Rolling Year
23.96%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
14
28
Portfolio P/E
25.70
45.86
Top 5 Holdings
—
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%