Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Unifi Blended - Rangoli
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%
3.17%
6 Months
6.00%
10.91%
1 Year
4.90%
10.45%
3 Years
18.50%
10.60%
5 Years
—
10.74%
Since Inception
16.60%
18.07%
Fund Age
3 yrs
9 yrs 2 mo
AUM
₹209.72 Cr
₹11,464.61 Cr
Alpha – 1 Year
0.20%
5.73%
Alpha – 3 Years
6.40%
−1.49%
Information Ratio – 3 Years
1.16
-0.11
Volatility – 1 Year
19.79%
18.78%
Volatility – 3 Years
17.07%
16.83%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
1.05
1.02
Sharpe Ratio – 1 Year
0.07
0.34
Sharpe Ratio – 3 Years
0.81
0.37
Worst Rolling Year
18.52%
4.89%
Value at Worst Rolling Year
₹1.19 Cr
₹1.05 Cr
Deepest Drawdown
−19.68%
−19.94%
Recovery Period
230 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 24% · M 11% · S 66%
Number of Stocks
24
—
Portfolio P/E
40.00
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%