Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.73%
6 Months
6.00%
7.38%
1 Year
4.90%
6.08%
3 Years
18.50%
8.22%
5 Years
—
7.99%
Since Inception
16.60%
12.63%
Fund Age
3 yrs
9 yrs 9 mo
AUM
₹209.72 Cr
₹145.75 Cr
Alpha – 1 Year
0.20%
1.36%
Alpha – 3 Years
6.40%
−3.87%
Information Ratio – 3 Years
1.16
-0.60
Volatility – 1 Year
19.79%
20.08%
Volatility – 3 Years
17.07%
16.27%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.07
0.13
Sharpe Ratio – 3 Years
0.81
0.24
Worst Rolling Year
18.52%
-1.76%
Value at Worst Rolling Year
₹1.19 Cr
₹0.98 Cr
Deepest Drawdown
−19.68%
−19.25%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
18.77%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 62% · M 20% · S 7%
Number of Stocks
24
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%