Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
11.42%
2.21%
6 Months
35.03%
21.04%
1 Year
37.21%
21.34%
3 Years
27.05%
19.08%
5 Years
21.76%
23.67%
Since Inception
19.33%
—
Fund Age
6 yrs 10 mo
6 yrs 4 mo
AUM
₹2,975 Cr
₹364.08 Cr
Alpha – 1 Year
23.77%
21.69%
Alpha – 3 Years
6.78%
10.08%
Information Ratio – 3 Years
5.24
0.52
Volatility – 1 Year
18.59%
32.28%
Volatility – 3 Years
19.39%
28.08%
Beta – 1 Year
1.23
1.47
Beta – 3 Years
1.12
1.60
Sharpe Ratio – 1 Year
1.44
0.58
Sharpe Ratio – 3 Years
0.98
0.57
Worst Rolling Year
-6.18%
15.61%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
14
—
Portfolio P/E
25.70
—
Top 5 Holdings
—
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%