Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.93%
6 Months
6.00%
25.32%
1 Year
4.90%
18.21%
3 Years
18.50%
32.70%
5 Years
—
23.63%
Since Inception
16.60%
28.38%
Fund Age
3 yrs
7 yrs 10 mo
AUM
₹209.72 Cr
₹8,686.39 Cr
Alpha – 1 Year
0.20%
13.49%
Alpha – 3 Years
6.40%
20.61%
Information Ratio – 3 Years
1.16
1.92
Volatility – 1 Year
19.79%
22.97%
Volatility – 3 Years
17.07%
19.40%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
0.07
0.61
Sharpe Ratio – 3 Years
0.81
1.30
Worst Rolling Year
18.52%
17.00%
Value at Worst Rolling Year
₹1.19 Cr
₹1.17 Cr
Deepest Drawdown
−19.68%
−22.23%
Recovery Period
230 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 37% · M 30% · S 25%
Number of Stocks
24
43
Portfolio P/E
40.00
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%