Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
SVAN Velocity
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%
3.40%
6 Months
35.03%
21.77%
1 Year
37.21%
16.05%
3 Years
27.05%
23.24%
5 Years
21.76%
—
Since Inception
19.33%
24.82%
Fund Age
6 yrs 10 mo
3 yrs 1 mo
AUM
₹2,975 Cr
₹415.03 Cr
Alpha – 1 Year
23.77%
11.33%
Alpha – 3 Years
6.78%
11.15%
Information Ratio – 3 Years
5.24
0.72
Volatility – 1 Year
18.59%
25.50%
Volatility – 3 Years
19.39%
24.35%
Beta – 1 Year
1.23
1.34
Beta – 3 Years
1.12
1.27
Sharpe Ratio – 1 Year
1.44
0.50
Sharpe Ratio – 3 Years
0.98
0.77
Worst Rolling Year
-6.18%
23.24%
Value at Worst Rolling Year
₹0.94 Cr
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
14
—
Portfolio P/E
25.70
—
Top 5 Holdings
—
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / – / –