Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.29%
6 Months
6.00%
14.68%
1 Year
4.90%
11.65%
3 Years
18.50%
7.09%
5 Years
—
8.41%
Since Inception
16.60%
10.45%
Fund Age
3 yrs
10 yrs 5 mo
AUM
₹209.72 Cr
₹24.48 Cr
Alpha – 1 Year
0.20%
12.00%
Alpha – 3 Years
6.40%
−1.90%
Information Ratio – 3 Years
1.16
-0.12
Volatility – 1 Year
19.79%
20.48%
Volatility – 3 Years
17.07%
16.32%
Beta – 1 Year
1.06
1.11
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.07
0.36
Sharpe Ratio – 3 Years
0.81
0.15
Worst Rolling Year
18.52%
-5.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−19.68%
−24.00%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
18.77%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 41% · M 5% · S 35%
Number of Stocks
24
31
Portfolio P/E
40.00
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –