Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Silver Arch - India Equity 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%
6.91%
6 Months
6.00%
15.63%
1 Year
4.90%
20.01%
3 Years
18.50%
17.10%
5 Years
—
15.64%
Since Inception
16.60%
13.05%
Fund Age
3 yrs
8 yrs 11 mo
AUM
₹209.72 Cr
₹46.46 Cr
Alpha – 1 Year
0.20%
15.29%
Alpha – 3 Years
6.40%
5.01%
Information Ratio – 3 Years
1.16
0.88
Volatility – 1 Year
19.79%
20.61%
Volatility – 3 Years
17.07%
19.98%
Beta – 1 Year
1.06
0.94
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.07
0.73
Sharpe Ratio – 3 Years
0.81
0.85
Worst Rolling Year
18.52%
-3.76%
Value at Worst Rolling Year
₹1.19 Cr
₹0.96 Cr
Deepest Drawdown
−19.68%
−27.72%
Recovery Period
230 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
18.77%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 27% · M 34% · S 33%
Number of Stocks
24
25
Portfolio P/E
40.00
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%