Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
6.00%
31.10%
1 Year
4.90%
52.47%
3 Years
18.50%
17.74%
5 Years
—
16.38%
Since Inception
16.60%
15.58%
Fund Age
3 yrs
16 yrs 9 mo
AUM
₹209.72 Cr
₹132.42 Cr
Alpha – 1 Year
0.20%
47.75%
Alpha – 3 Years
6.40%
5.65%
Information Ratio – 3 Years
1.16
0.46
Volatility – 1 Year
19.79%
26.74%
Volatility – 3 Years
17.07%
21.32%
Beta – 1 Year
1.06
1.30
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.07
1.52
Sharpe Ratio – 3 Years
0.81
0.68
Worst Rolling Year
18.52%
-15.93%
Value at Worst Rolling Year
₹1.19 Cr
₹0.84 Cr
Deepest Drawdown
−19.68%
−20.79%
Recovery Period
230 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
18.77%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 67% · M 33%
M 9% · S 83%
Number of Stocks
24
26
Portfolio P/E
40.00
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%