Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.91%
−0.46%
6 Months
22.17%
6.77%
1 Year
13.49%
7.38%
3 Years
12.21%
9.03%
5 Years
11.23%
—
Since Inception
22.14%
10.29%
Fund Age
7 yrs 4 mo
4 yrs 2 mo
AUM
₹1,280.4 Cr
₹9.69 Cr
Alpha – 1 Year
8.77%
7.73%
Alpha – 3 Years
0.12%
0.04%
Information Ratio – 3 Years
0.01
0.09
Volatility – 1 Year
24.60%
17.08%
Volatility – 3 Years
22.41%
16.18%
Beta – 1 Year
1.20
0.95
Beta – 3 Years
1.15
1.08
Sharpe Ratio – 1 Year
0.41
0.20
Sharpe Ratio – 3 Years
0.39
0.33
Worst Rolling Year
4.49%
7.39%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−26.42%
−24.88%
Recovery Period
479 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.05%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 100%
L 41% · M 53%
Number of Stocks
18
22
Portfolio P/E
34.80
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –