Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
6.00%
7.61%
1 Year
4.90%
−0.76%
3 Years
18.50%
11.28%
5 Years
—
9.58%
Since Inception
16.60%
11.67%
Fund Age
3 yrs
7 yrs 11 mo
AUM
₹209.72 Cr
₹12.5 Cr
Alpha – 1 Year
0.20%
−3.74%
Alpha – 3 Years
6.40%
−0.61%
Information Ratio – 3 Years
1.16
-0.06
Volatility – 1 Year
19.79%
20.02%
Volatility – 3 Years
17.07%
16.21%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
0.07
-0.22
Sharpe Ratio – 3 Years
0.81
0.41
Worst Rolling Year
18.52%
8.66%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−19.68%
−24.66%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 36% · M 30% · S 35%
Number of Stocks
24
15
Portfolio P/E
40.00
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%