Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
3.17%
6 Months
35.03%
10.91%
1 Year
37.21%
10.45%
3 Years
27.05%
10.60%
5 Years
21.76%
10.74%
Since Inception
19.33%
18.07%
Fund Age
6 yrs 10 mo
9 yrs 2 mo
AUM
₹2,975 Cr
₹11,464.61 Cr
Alpha – 1 Year
23.77%
5.73%
Alpha – 3 Years
6.78%
−1.49%
Information Ratio – 3 Years
5.24
-0.11
Volatility – 1 Year
18.59%
18.78%
Volatility – 3 Years
19.39%
16.83%
Beta – 1 Year
1.23
1.04
Beta – 3 Years
1.12
1.02
Sharpe Ratio – 1 Year
1.44
0.34
Sharpe Ratio – 3 Years
0.98
0.37
Worst Rolling Year
-6.18%
4.89%
Value at Worst Rolling Year
₹0.94 Cr
₹1.05 Cr
Deepest Drawdown
—
−19.94%
Recovery Period
—
153 days
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 24% · M 11% · S 66%
Number of Stocks
14
—
Portfolio P/E
25.70
21.80
Top 5 Holdings
—
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
—
—
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%