Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
7.48%
6 Months
6.00%
9.42%
1 Year
4.90%
28.25%
3 Years
18.50%
18.47%
5 Years
—
21.31%
Since Inception
16.60%
21.69%
Fund Age
3 yrs
5 yrs
AUM
₹209.72 Cr
₹79.02 Cr
Alpha – 1 Year
0.20%
23.53%
Alpha – 3 Years
6.40%
6.38%
Information Ratio – 3 Years
1.16
0.27
Volatility – 1 Year
19.79%
18.12%
Volatility – 3 Years
17.07%
27.25%
Beta – 1 Year
1.06
0.87
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.07
1.18
Sharpe Ratio – 3 Years
0.81
0.56
Worst Rolling Year
18.52%
15.67%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−19.68%
−30.64%
Recovery Period
230 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 10% · M 9% · S 69%
Number of Stocks
24
34
Portfolio P/E
40.00
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%