Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
ValueQuest - Platinum
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%
2.62%
6 Months
6.00%
20.31%
1 Year
4.90%
5.50%
3 Years
18.50%
14.22%
5 Years
—
16.13%
Since Inception
16.60%
18.70%
Fund Age
3 yrs
9 yrs 8 mo
AUM
₹209.72 Cr
₹3,491.64 Cr
Alpha – 1 Year
0.20%
2.52%
Alpha – 3 Years
6.40%
2.33%
Information Ratio – 3 Years
1.16
0.19
Volatility – 1 Year
19.79%
25.24%
Volatility – 3 Years
17.07%
21.26%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.07
0.11
Sharpe Ratio – 3 Years
0.81
0.48
Worst Rolling Year
18.52%
-9.34%
Value at Worst Rolling Year
₹1.19 Cr
₹0.91 Cr
Deepest Drawdown
−19.68%
−6.25%
Recovery Period
230 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
18.77%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 23% · M 15% · S 57%
Number of Stocks
24
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%