Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.91%
2.21%
6 Months
22.17%
21.04%
1 Year
13.49%
21.34%
3 Years
12.21%
19.08%
5 Years
11.23%
23.67%
Since Inception
22.14%
—
Fund Age
7 yrs 4 mo
6 yrs 4 mo
AUM
₹1,280.4 Cr
₹364.08 Cr
Alpha – 1 Year
8.77%
21.69%
Alpha – 3 Years
0.12%
10.08%
Information Ratio – 3 Years
0.01
0.52
Volatility – 1 Year
24.60%
32.28%
Volatility – 3 Years
22.41%
28.08%
Beta – 1 Year
1.20
1.47
Beta – 3 Years
1.15
1.60
Sharpe Ratio – 1 Year
0.41
0.58
Sharpe Ratio – 3 Years
0.39
0.57
Worst Rolling Year
4.49%
15.61%
Value at Worst Rolling Year
₹1.04 Cr
₹1.16 Cr
Deepest Drawdown
−26.42%
−31.98%
Recovery Period
479 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.05%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 100%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%