Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
3.26%
6 Months
6.00%
4.03%
1 Year
4.90%
0.70%
3 Years
18.50%
10.01%
5 Years
—
8.40%
Since Inception
16.60%
14.84%
Fund Age
3 yrs
7 yrs 10 mo
AUM
₹209.72 Cr
₹2,937.84 Cr
Alpha – 1 Year
0.20%
−2.28%
Alpha – 3 Years
6.40%
−1.88%
Information Ratio – 3 Years
1.16
-0.37
Volatility – 1 Year
19.79%
17.90%
Volatility – 3 Years
17.07%
14.65%
Beta – 1 Year
1.06
1.00
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.07
-0.18
Sharpe Ratio – 3 Years
0.81
0.35
Worst Rolling Year
18.52%
7.25%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−19.68%
−18.24%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 58% · M 15% · S 26%
Number of Stocks
24
71
Portfolio P/E
40.00
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%