Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
2.31%
6 Months
6.00%
2.53%
1 Year
4.90%
6.47%
3 Years
18.50%
7.48%
5 Years
—
—
Since Inception
16.60%
8.12%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹209.72 Cr
₹32.76 Cr
Alpha – 1 Year
0.20%
−0.39%
Alpha – 3 Years
6.40%
−3.56%
Information Ratio – 3 Years
1.16
-0.35
Volatility – 1 Year
19.79%
5.60%
Volatility – 3 Years
17.07%
5.15%
Beta – 1 Year
1.06
0.43
Beta – 3 Years
1.05
0.49
Sharpe Ratio – 1 Year
0.07
0.22
Sharpe Ratio – 3 Years
0.81
0.41
Worst Rolling Year
18.52%
6.82%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−19.68%
−8.35%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
7.67%
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
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%