Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
SageOne Large and Midcap Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
6.00%
−1.13%
1 Year
4.90%
6.59%
3 Years
18.50%
20.44%
5 Years
—
16.17%
Since Inception
16.60%
13.07%
Fund Age
3 yrs
15 yrs 3 mo
AUM
₹209.72 Cr
—
Alpha – 1 Year
0.20%
6.87%
Alpha – 3 Years
6.40%
9.23%
Information Ratio – 3 Years
1.16
1.61
Volatility – 1 Year
19.79%
20.58%
Volatility – 3 Years
17.07%
16.59%
Beta – 1 Year
1.06
1.21
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.07
0.15
Sharpe Ratio – 3 Years
0.81
0.90
Worst Rolling Year
18.52%
13.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−19.68%
−16.19%
Recovery Period
230 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 73% · M 20% · S 7%
Number of Stocks
24
23
Portfolio P/E
40.00
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%