Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
3.29%
6 Months
35.03%
14.68%
1 Year
37.21%
11.65%
3 Years
27.05%
7.09%
5 Years
21.76%
8.41%
Since Inception
19.33%
10.45%
Fund Age
6 yrs 10 mo
10 yrs 5 mo
AUM
₹2,975 Cr
₹24.48 Cr
Alpha – 1 Year
23.77%
12.00%
Alpha – 3 Years
6.78%
−1.90%
Information Ratio – 3 Years
5.24
-0.12
Volatility – 1 Year
18.59%
20.48%
Volatility – 3 Years
19.39%
16.32%
Beta – 1 Year
1.23
1.11
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
1.44
0.36
Sharpe Ratio – 3 Years
0.98
0.15
Worst Rolling Year
-6.18%
-5.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.95 Cr
Deepest Drawdown
—
−24.00%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
92.59%
92.00%
Median Rolling Year
23.96%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
14
31
Portfolio P/E
25.70
28.34
Top 5 Holdings
—
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –