Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
6.00%
6.77%
1 Year
4.90%
7.38%
3 Years
18.50%
9.03%
5 Years
—
—
Since Inception
16.60%
10.29%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹209.72 Cr
₹9.69 Cr
Alpha – 1 Year
0.20%
7.73%
Alpha – 3 Years
6.40%
0.04%
Information Ratio – 3 Years
1.16
0.09
Volatility – 1 Year
19.79%
17.08%
Volatility – 3 Years
17.07%
16.18%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
0.07
0.20
Sharpe Ratio – 3 Years
0.81
0.33
Worst Rolling Year
18.52%
7.39%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−19.68%
−24.88%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 67% · M 33%
L 41% · M 53%
Number of Stocks
24
22
Portfolio P/E
40.00
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –