Alternative Investment Funds (AIF)Compare Schemes
SageOne - Flagship Growth OE Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
SageOne - Flagship Growth OE Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.30%
0.40%
6 Months
10.30%
4.71%
1 Year
15.90%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
7.00%
7.18%
Fund Age
1 yr 10 mo
5 yrs 9 mo
AUM
₹1,732 Cr
—
Alpha – 1 Year
12.90%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
22.29%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
1.39
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
0.56
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−11.45%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 6% · S 76%
—
Number of Stocks
51
—
Portfolio P/E
47.40
—
Top 5 Holdings
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
—
Top Sectors
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—