Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Solidarity Advisors - Prudence
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%
8.45%
6 Months
6.00%
29.49%
1 Year
4.90%
37.09%
3 Years
18.50%
18.49%
5 Years
—
12.39%
Since Inception
16.60%
18.64%
Fund Age
3 yrs
10 yrs 3 mo
AUM
₹209.72 Cr
₹1,760.35 Cr
Alpha – 1 Year
0.20%
32.37%
Alpha – 3 Years
6.40%
6.40%
Information Ratio – 3 Years
1.16
0.52
Volatility – 1 Year
19.79%
25.02%
Volatility – 3 Years
17.07%
18.27%
Beta – 1 Year
1.06
1.22
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
0.07
1.18
Sharpe Ratio – 3 Years
0.81
0.74
Worst Rolling Year
18.52%
-0.28%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−19.68%
−13.15%
Recovery Period
230 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
18.77%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 11% · S 71%
Number of Stocks
24
13
Portfolio P/E
40.00
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%