Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
SBI AEON ALPHA PMS
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%
0.41%
6 Months
6.00%
20.81%
1 Year
4.90%
15.63%
3 Years
18.50%
13.76%
5 Years
—
—
Since Inception
16.60%
14.77%
Fund Age
3 yrs
4 yrs 6 mo
AUM
₹209.72 Cr
₹751.68 Cr
Alpha – 1 Year
0.20%
16.06%
Alpha – 3 Years
6.40%
5.19%
Information Ratio – 3 Years
1.16
0.25
Volatility – 1 Year
19.79%
18.90%
Volatility – 3 Years
17.07%
16.75%
Beta – 1 Year
1.06
0.89
Beta – 3 Years
1.05
0.79
Sharpe Ratio – 1 Year
0.07
0.57
Sharpe Ratio – 3 Years
0.81
0.53
Worst Rolling Year
18.52%
13.60%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−19.68%
−21.60%
Recovery Period
230 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 67% · M 33%
L 16% · M 11% · S 70%
Number of Stocks
24
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%