Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.47%
6 Months
6.00%
5.42%
1 Year
4.90%
9.64%
3 Years
18.50%
10.36%
5 Years
—
7.75%
Since Inception
16.60%
11.08%
Fund Age
3 yrs
9 yrs 11 mo
AUM
₹209.72 Cr
₹66.05 Cr
Alpha – 1 Year
0.20%
9.99%
Alpha – 3 Years
6.40%
1.36%
Information Ratio – 3 Years
1.16
0.51
Volatility – 1 Year
19.79%
17.05%
Volatility – 3 Years
17.07%
14.23%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.07
0.31
Sharpe Ratio – 3 Years
0.81
0.40
Worst Rolling Year
18.52%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−19.68%
−17.08%
Recovery Period
230 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
18.77%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 84% · M 12%
Number of Stocks
24
23
Portfolio P/E
40.00
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—