Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
True-Equity Factor Quant
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%
1.09%
6 Months
6.00%
3.47%
1 Year
4.90%
−3.80%
3 Years
18.50%
11.26%
5 Years
—
—
Since Inception
16.60%
13.40%
Fund Age
3 yrs
3 yrs 11 mo
AUM
₹209.72 Cr
₹143.29 Cr
Alpha – 1 Year
0.20%
−6.78%
Alpha – 3 Years
6.40%
−0.63%
Information Ratio – 3 Years
1.16
-0.10
Volatility – 1 Year
19.79%
15.14%
Volatility – 3 Years
17.07%
16.91%
Beta – 1 Year
1.06
0.83
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.07
-0.54
Sharpe Ratio – 3 Years
0.81
0.40
Worst Rolling Year
18.52%
11.18%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−19.68%
−27.14%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
17.01%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 67% · M 33%
—
Number of Stocks
24
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
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%