Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
10.15%
6 Months
6.00%
31.39%
1 Year
4.90%
26.01%
3 Years
18.50%
19.28%
5 Years
—
23.67%
Since Inception
16.60%
28.23%
Fund Age
3 yrs
5 yrs 4 mo
AUM
₹209.72 Cr
₹483.07 Cr
Alpha – 1 Year
0.20%
21.29%
Alpha – 3 Years
6.40%
7.19%
Information Ratio – 3 Years
1.16
0.38
Volatility – 1 Year
19.79%
27.77%
Volatility – 3 Years
17.07%
26.19%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.05
1.20
Sharpe Ratio – 1 Year
0.07
0.78
Sharpe Ratio – 3 Years
0.81
0.61
Worst Rolling Year
18.52%
19.29%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−19.68%
−32.66%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 12% · M 6% · S 81%
Number of Stocks
24
63
Portfolio P/E
40.00
62.66
Top 5 Holdings
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
—
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%