Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.40%
6 Months
6.00%
21.77%
1 Year
4.90%
16.05%
3 Years
18.50%
23.24%
5 Years
—
—
Since Inception
16.60%
24.82%
Fund Age
3 yrs
3 yrs 1 mo
AUM
₹209.72 Cr
₹415.03 Cr
Alpha – 1 Year
0.20%
11.33%
Alpha – 3 Years
6.40%
11.15%
Information Ratio – 3 Years
1.16
0.72
Volatility – 1 Year
19.79%
25.50%
Volatility – 3 Years
17.07%
24.35%
Beta – 1 Year
1.06
1.34
Beta – 3 Years
1.05
1.27
Sharpe Ratio – 1 Year
0.07
0.50
Sharpe Ratio – 3 Years
0.81
0.77
Worst Rolling Year
18.52%
23.24%
Value at Worst Rolling Year
₹1.19 Cr
₹1.23 Cr
Deepest Drawdown
−19.68%
−25.33%
Recovery Period
230 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
24.73%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 67% · M 33%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –