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) |
|---|---|---|---|
| -8.08% | 1.19 | 20.39% | 65.32% |
Mr. Samit Vartak
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.3% | 1.2% | -0.1% | -6.8% | 33.8% | 30.9% | 15.8% | 28.2% | 27.5% |
| 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% |
QRC Report Card *
| 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
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
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
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.0 |
| Mid Cap | 55.3 |
| Small Cap | 34.7 |
| Cash | 10.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of SageOne Investment PMS
Which is the best company through which an investor can invest in SageOne Capital Core Portfolio PMS?
We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.
Disclaimer
#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.
