Portfolio Management Services (PMS)Compare Schemes
SageOne Large and Midcap Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
SageOne Large and Midcap Portfolio
Wright Factor Fund
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%
10.96%
6 Months
6.00%
14.84%
1 Year
4.90%
16.93%
3 Years
18.50%
—
5 Years
—
—
Since Inception
16.60%
20.33%
Fund Age
3 yrs
3 yrs
AUM
₹209.72 Cr
₹214.05 Cr
Alpha – 1 Year
0.20%
12.21%
Alpha – 3 Years
6.40%
—
Information Ratio – 3 Years
1.16
0.51
Volatility – 1 Year
19.79%
22.29%
Volatility – 3 Years
17.07%
21.03%
Beta – 1 Year
1.06
0.97
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.07
0.57
Sharpe Ratio – 3 Years
0.81
0.72
Worst Rolling Year
18.52%
18.92%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−19.68%
−27.91%
Recovery Period
230 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.77%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 67% · M 33%
L 12% · M 21% · S 55%
Number of Stocks
24
25
Portfolio P/E
40.00
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%