Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
22.17%
7.61%
1 Year
13.49%
−0.76%
3 Years
12.21%
11.28%
5 Years
11.23%
9.58%
Since Inception
22.14%
11.67%
Fund Age
7 yrs 4 mo
7 yrs 11 mo
AUM
₹1,280.4 Cr
₹12.5 Cr
Alpha – 1 Year
8.77%
−3.74%
Alpha – 3 Years
0.12%
−0.61%
Information Ratio – 3 Years
0.01
-0.06
Volatility – 1 Year
24.60%
20.02%
Volatility – 3 Years
22.41%
16.21%
Beta – 1 Year
1.20
1.05
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
0.41
-0.22
Sharpe Ratio – 3 Years
0.39
0.41
Worst Rolling Year
4.49%
8.66%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−26.42%
−24.66%
Recovery Period
479 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.05%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 100%
L 36% · M 30% · S 35%
Number of Stocks
18
15
Portfolio P/E
34.80
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%