Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 20.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
11.42%
3.26%
6 Months
35.03%
4.03%
1 Year
37.21%
0.70%
3 Years
27.05%
10.01%
5 Years
21.76%
8.40%
Since Inception
19.33%
14.84%
Fund Age
6 yrs 10 mo
7 yrs 10 mo
AUM
₹2,975 Cr
₹2,937.84 Cr
Alpha – 1 Year
23.77%
−2.28%
Alpha – 3 Years
6.78%
−1.88%
Information Ratio – 3 Years
5.24
-0.37
Volatility – 1 Year
18.59%
17.90%
Volatility – 3 Years
19.39%
14.65%
Beta – 1 Year
1.23
1.00
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
1.44
-0.18
Sharpe Ratio – 3 Years
0.98
0.35
Worst Rolling Year
-6.18%
7.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 58% · M 15% · S 26%
Number of Stocks
14
71
Portfolio P/E
25.70
31.77
Top 5 Holdings
—
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%