Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
6.00%
2.89%
1 Year
4.90%
2.59%
3 Years
18.50%
10.39%
5 Years
—
8.86%
Since Inception
16.60%
11.13%
Fund Age
3 yrs
5 yrs 6 mo
AUM
₹209.72 Cr
₹63.54 Cr
Alpha – 1 Year
0.20%
−0.39%
Alpha – 3 Years
6.40%
−1.50%
Information Ratio – 3 Years
1.16
-0.34
Volatility – 1 Year
19.79%
16.68%
Volatility – 3 Years
17.07%
13.79%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
1.05
0.88
Sharpe Ratio – 1 Year
0.07
-0.09
Sharpe Ratio – 3 Years
0.81
0.40
Worst Rolling Year
18.52%
6.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−19.68%
−15.31%
Recovery Period
230 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 67% · M 33%
L 69% · M 25% · S 5%
Number of Stocks
24
40
Portfolio P/E
40.00
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%