The objective of Sage One Core PMS portfolio is to outperform the benchmark indices by at least 5% (annualized) over an economic cycle. Sage One Core PMS targets this objective by looking at high growth businesses with a long-term competitive advantage that have a clean and competent management, sustainable competitive advantage
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|NSE Midcap 100 and NSE Small Cap 100||5.7%||8.5%||5.3%||3.5%||35.7%||24.8%||9.1%||14.6%||13.1%|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|SageOne Investment Core Portfolio||Mid & Small Cap||Samit Vartak||01 April 2009||13Y 5M||2310||NSE Midcap 100 and NSE Small Cap 100||27.5%||17||NA|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||4.15%||-14.52%||65.32%||-10.37%||1.10||20.39%||-0.67||15.37%||1.13||64.52 %|
|Nifty 500||3.21%||-12.57%||-9.36%||1.64||14.70%||1.24||62.10 %|
|Nifty Midcap 100||-1.33%||-6.75%||-8.08%||1.19||13.84%||1.23||54.03 %|
|Nifty Smallcap 100||2.59%||0.65%||3.24%||0.86||17.29%||1.29||60.48 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
From the Founders & Managers of SageOne Investment PMS
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#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.