Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Wave-Bloom
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%
−0.67%
6 Months
35.03%
−7.55%
1 Year
37.21%
0.34%
3 Years
27.05%
—
5 Years
21.76%
—
Since Inception
19.33%
12.70%
Fund Age
6 yrs 10 mo
2 yrs 3 mo
AUM
₹2,975 Cr
₹7.52 Cr
Alpha – 1 Year
23.77%
−2.64%
Alpha – 3 Years
6.78%
—
Information Ratio – 3 Years
5.24
—
Volatility – 1 Year
18.59%
8.98%
Volatility – 3 Years
19.39%
—
Beta – 1 Year
1.23
0.39
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
1.44
-0.50
Sharpe Ratio – 3 Years
0.98
—
Worst Rolling Year
-6.18%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
—
−10.25%
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 71% · M 18% · S 10%
Number of Stocks
14
10
Portfolio P/E
25.70
15.00
Top 5 Holdings
—
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—