Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
6.00%
20.32%
1 Year
4.90%
29.93%
3 Years
18.50%
—
5 Years
—
—
Since Inception
16.60%
15.24%
Fund Age
3 yrs
1 yr 9 mo
AUM
₹209.72 Cr
₹3.17 Cr
Alpha – 1 Year
0.20%
25.21%
Alpha – 3 Years
6.40%
—
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
19.79%
24.54%
Volatility – 3 Years
17.07%
—
Beta – 1 Year
1.06
1.19
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.07
0.97
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
18.52%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−19.68%
−12.48%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.77%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 67% · M 33%
L 28% · M 19% · S 50%
Number of Stocks
24
36
Portfolio P/E
40.00
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –