Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
35.03%
11.30%
1 Year
37.21%
5.88%
3 Years
27.05%
—
5 Years
21.76%
—
Since Inception
19.33%
10.85%
Fund Age
6 yrs 10 mo
2 yrs 5 mo
AUM
₹2,975 Cr
₹45.96 Cr
Alpha – 1 Year
23.77%
−0.98%
Alpha – 3 Years
6.78%
—
Information Ratio – 3 Years
5.24
—
Volatility – 1 Year
18.59%
21.88%
Volatility – 3 Years
19.39%
—
Beta – 1 Year
1.23
2.00
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
1.44
0.12
Sharpe Ratio – 3 Years
0.98
—
Worst Rolling Year
-6.18%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
—
−19.87%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
92.59%
—
Median Rolling Year
23.96%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 12% · M 4% · S 66%
Number of Stocks
14
39
Portfolio P/E
25.70
23.43
Top 5 Holdings
—
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%