Portfolio Management Services (PMS)Compare Schemes
SageOne - Core Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
SageOne - Core Portfolio
Xylem Maverick Strategy
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%
9.42%
6 Months
35.03%
52.78%
1 Year
37.21%
27.27%
3 Years
27.05%
—
5 Years
21.76%
—
Since Inception
19.33%
23.72%
Fund Age
6 yrs 10 mo
19 mo
AUM
₹2,975 Cr
₹71.55 Cr
Alpha – 1 Year
23.77%
22.55%
Alpha – 3 Years
6.78%
—
Information Ratio – 3 Years
5.24
—
Volatility – 1 Year
18.59%
31.93%
Volatility – 3 Years
19.39%
—
Beta – 1 Year
1.23
1.29
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
1.44
0.74
Sharpe Ratio – 3 Years
0.98
—
Worst Rolling Year
-6.18%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
—
−27.01%
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
—
S 96%
Number of Stocks
14
19
Portfolio P/E
25.70
39.65
Top 5 Holdings
—
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%