Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
35.03%
24.02%
1 Year
37.21%
36.06%
3 Years
27.05%
24.43%
5 Years
21.76%
16.10%
Since Inception
19.33%
15.98%
Fund Age
6 yrs 10 mo
14 yrs 10 mo
AUM
₹2,975 Cr
₹214.08 Cr
Alpha – 1 Year
23.77%
31.34%
Alpha – 3 Years
6.78%
12.34%
Information Ratio – 3 Years
5.24
1.07
Volatility – 1 Year
18.59%
26.85%
Volatility – 3 Years
19.39%
19.70%
Beta – 1 Year
1.23
1.34
Beta – 3 Years
1.12
1.03
Sharpe Ratio – 1 Year
1.44
1.08
Sharpe Ratio – 3 Years
0.98
0.96
Worst Rolling Year
-6.18%
-9.81%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
—
−18.65%
Recovery Period
—
63 days
1-Year Rolling Windows Positive
92.59%
90.43%
Median Rolling Year
23.96%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
14
31
Portfolio P/E
25.70
42.55
Top 5 Holdings
—
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%