Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
0.30%
6 Months
6.00%
26.99%
1 Year
4.90%
26.29%
3 Years
18.50%
27.01%
5 Years
—
—
Since Inception
16.60%
35.84%
Fund Age
3 yrs
4 yrs 3 mo
AUM
₹209.72 Cr
₹521.91 Cr
Alpha – 1 Year
0.20%
28.33%
Alpha – 3 Years
6.40%
20.36%
Information Ratio – 3 Years
1.16
—
Volatility – 1 Year
19.79%
31.27%
Volatility – 3 Years
17.07%
25.96%
Beta – 1 Year
1.06
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.07
0.72
Sharpe Ratio – 3 Years
0.81
0.85
Worst Rolling Year
18.52%
27.02%
Value at Worst Rolling Year
₹1.19 Cr
₹1.27 Cr
Deepest Drawdown
−19.68%
−26.38%
Recovery Period
230 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 67% · M 33%
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Number of Stocks
24
49
Portfolio P/E
40.00
21.17
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%
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Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—