Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.91%
−0.96%
6 Months
22.17%
−5.85%
1 Year
13.49%
1.08%
3 Years
12.21%
1.92%
5 Years
11.23%
1.54%
Since Inception
22.14%
4.73%
Fund Age
7 yrs 4 mo
9 yrs 11 mo
AUM
₹1,280.4 Cr
₹4.85 Cr
Alpha – 1 Year
8.77%
−8.50%
Alpha – 3 Years
0.12%
−7.97%
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
24.60%
9.90%
Volatility – 3 Years
22.41%
26.17%
Beta – 1 Year
1.20
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.41
-0.53
Sharpe Ratio – 3 Years
0.39
0.01
Worst Rolling Year
4.49%
2.80%
Value at Worst Rolling Year
₹1.04 Cr
₹1.03 Cr
Deepest Drawdown
−26.42%
−28.72%
Recovery Period
479 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.05%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 100%
—
Number of Stocks
18
—
Portfolio P/E
34.80
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%