Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.91%
1.47%
6 Months
22.17%
5.42%
1 Year
13.49%
9.64%
3 Years
12.21%
10.36%
5 Years
11.23%
7.75%
Since Inception
22.14%
11.08%
Fund Age
7 yrs 4 mo
9 yrs 11 mo
AUM
₹1,280.4 Cr
₹66.05 Cr
Alpha – 1 Year
8.77%
9.99%
Alpha – 3 Years
0.12%
1.36%
Information Ratio – 3 Years
0.01
0.51
Volatility – 1 Year
24.60%
17.05%
Volatility – 3 Years
22.41%
14.23%
Beta – 1 Year
1.20
1.05
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.41
0.31
Sharpe Ratio – 3 Years
0.39
0.40
Worst Rolling Year
4.49%
0.57%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−26.42%
−17.08%
Recovery Period
479 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
19.05%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 100%
L 84% · M 12%
Number of Stocks
18
23
Portfolio P/E
34.80
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Top 5 Holdings
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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