Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
35.03%
23.02%
1 Year
37.21%
—
3 Years
27.05%
—
5 Years
21.76%
—
Since Inception
19.33%
13.86%
Fund Age
6 yrs 10 mo
10 mo
AUM
₹2,975 Cr
₹13.6 Cr
Alpha – 1 Year
23.77%
—
Alpha – 3 Years
6.78%
—
Information Ratio – 3 Years
5.24
—
Volatility – 1 Year
18.59%
—
Volatility – 3 Years
19.39%
—
Beta – 1 Year
1.23
—
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
1.44
—
Sharpe Ratio – 3 Years
0.98
—
Worst Rolling Year
-6.18%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
92.59%
—
Median Rolling Year
23.96%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
S 97%
Number of Stocks
14
29
Portfolio P/E
25.70
26.06
Top 5 Holdings
—
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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%