Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
35.03%
9.86%
1 Year
37.21%
32.16%
3 Years
27.05%
19.13%
5 Years
21.76%
12.16%
Since Inception
19.33%
16.12%
Fund Age
6 yrs 10 mo
5 yrs 10 mo
AUM
₹2,975 Cr
₹170.31 Cr
Alpha – 1 Year
23.77%
27.44%
Alpha – 3 Years
6.78%
7.04%
Information Ratio – 3 Years
5.24
0.58
Volatility – 1 Year
18.59%
17.07%
Volatility – 3 Years
19.39%
17.73%
Beta – 1 Year
1.23
0.65
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
1.44
1.42
Sharpe Ratio – 3 Years
0.98
0.79
Worst Rolling Year
-6.18%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
—
−30.82%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
92.59%
99.71%
Median Rolling Year
23.96%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
14
18
Portfolio P/E
25.70
52.74
Top 5 Holdings
—
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%