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SageOne Large and Midcap Portfolio vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
−3.00%
6 Months
6.00%
11.07%
1 Year
4.90%
9.25%
3 Years
18.50%
3.01%
5 Years
—
—
Since Inception
16.60%
10.50%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹209.72 Cr
₹74.56 Cr
Alpha – 1 Year
0.20%
6.27%
Alpha – 3 Years
6.40%
−8.88%
Information Ratio – 3 Years
1.16
-0.48
Volatility – 1 Year
19.79%
15.51%
Volatility – 3 Years
17.07%
18.23%
Beta – 1 Year
1.06
0.71
Beta – 3 Years
1.05
0.88
Sharpe Ratio – 1 Year
0.07
0.29
Sharpe Ratio – 3 Years
0.81
-0.05
Worst Rolling Year
18.52%
3.02%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−19.68%
−41.63%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 67% · M 33%
—
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%
—
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
Fixed Fee
2.00% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%