Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
SBI MF - ESG Portfolio
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%
2.26%
6 Months
6.00%
18.40%
1 Year
4.90%
9.21%
3 Years
18.50%
13.13%
5 Years
—
13.39%
Since Inception
16.60%
14.83%
Fund Age
3 yrs
10 yrs
AUM
₹209.72 Cr
₹666.2 Cr
Alpha – 1 Year
0.20%
9.64%
Alpha – 3 Years
6.40%
4.56%
Information Ratio – 3 Years
1.16
0.38
Volatility – 1 Year
19.79%
18.95%
Volatility – 3 Years
17.07%
16.01%
Beta – 1 Year
1.06
0.98
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
0.07
0.27
Sharpe Ratio – 3 Years
0.81
0.52
Worst Rolling Year
18.52%
-3.31%
Value at Worst Rolling Year
₹1.19 Cr
₹0.97 Cr
Deepest Drawdown
−19.68%
−20.80%
Recovery Period
230 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
18.77%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%