Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
SageOne - Smallcap Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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
0.91%
12.27%
6 Months
22.17%
−1.13%
1 Year
13.49%
6.59%
3 Years
12.21%
20.44%
5 Years
11.23%
16.17%
Since Inception
22.14%
13.07%
Fund Age
7 yrs 4 mo
15 yrs 3 mo
AUM
₹1,280.4 Cr
—
Alpha – 1 Year
8.77%
6.87%
Alpha – 3 Years
0.12%
9.23%
Information Ratio – 3 Years
0.01
1.61
Volatility – 1 Year
24.60%
20.58%
Volatility – 3 Years
22.41%
16.59%
Beta – 1 Year
1.20
1.21
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.41
0.15
Sharpe Ratio – 3 Years
0.39
0.90
Worst Rolling Year
4.49%
13.98%
Value at Worst Rolling Year
₹1.04 Cr
₹1.14 Cr
Deepest Drawdown
−26.42%
−16.19%
Recovery Period
479 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.05%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 100%
L 73% · M 20% · S 7%
Number of Stocks
18
23
Portfolio P/E
34.80
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1.5% / 1% / 0.5%