Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
SMC Global - Growth
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%
5.80%
6 Months
6.00%
20.03%
1 Year
4.90%
17.27%
3 Years
18.50%
12.81%
5 Years
—
11.98%
Since Inception
16.60%
14.70%
Fund Age
3 yrs
6 yrs 10 mo
AUM
₹209.72 Cr
₹201.68 Cr
Alpha – 1 Year
0.20%
12.55%
Alpha – 3 Years
6.40%
0.73%
Information Ratio – 3 Years
1.16
0.15
Volatility – 1 Year
19.79%
22.73%
Volatility – 3 Years
17.07%
20.11%
Beta – 1 Year
1.06
1.17
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.07
0.58
Sharpe Ratio – 3 Years
0.81
0.44
Worst Rolling Year
18.52%
7.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−19.68%
−25.65%
Recovery Period
230 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 38% · M 4% · S 49%
Number of Stocks
24
24
Portfolio P/E
40.00
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%