Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.91%
0.30%
6 Months
22.17%
26.99%
1 Year
13.49%
26.29%
3 Years
12.21%
27.01%
5 Years
11.23%
—
Since Inception
22.14%
35.84%
Fund Age
7 yrs 4 mo
4 yrs 3 mo
AUM
₹1,280.4 Cr
₹521.91 Cr
Alpha – 1 Year
8.77%
28.33%
Alpha – 3 Years
0.12%
20.36%
Information Ratio – 3 Years
0.01
—
Volatility – 1 Year
24.60%
31.27%
Volatility – 3 Years
22.41%
25.96%
Beta – 1 Year
1.20
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.41
0.72
Sharpe Ratio – 3 Years
0.39
0.85
Worst Rolling Year
4.49%
27.02%
Value at Worst Rolling Year
₹1.04 Cr
₹1.27 Cr
Deepest Drawdown
−26.42%
−26.38%
Recovery Period
479 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.05%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 100%
—
Number of Stocks
18
49
Portfolio P/E
34.80
21.17
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%
—
Top Sectors
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—