Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
White Pine India Emerging Stars Approach
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%
0.30%
6 Months
35.03%
26.99%
1 Year
37.21%
26.29%
3 Years
27.05%
27.01%
5 Years
21.76%
—
Since Inception
19.33%
35.84%
Fund Age
6 yrs 10 mo
4 yrs 3 mo
AUM
₹2,975 Cr
₹521.91 Cr
Alpha – 1 Year
23.77%
28.33%
Alpha – 3 Years
6.78%
20.36%
Information Ratio – 3 Years
5.24
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Volatility – 1 Year
18.59%
31.27%
Volatility – 3 Years
19.39%
25.96%
Beta – 1 Year
1.23
—
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
1.44
0.72
Sharpe Ratio – 3 Years
0.98
0.85
Worst Rolling Year
-6.18%
27.02%
Value at Worst Rolling Year
₹0.94 Cr
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
93 days
1-Year Rolling Windows Positive
92.59%
100.00%
Median Rolling Year
23.96%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
14
49
Portfolio P/E
25.70
21.17
Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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