Outperform the benchmark indices by at least 5% (annualized) over an economic cycle.
|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 Small Cap 100||-10.2%||-6.3%||-13.3%||0.3%||53.0%||13.2%||-||-||11.9%|
|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 Small Cap Portfolio (SSP)||Mid & Small Cap||Samit Vartak||01 April 2019||3Y 3M||600||NSE Small Cap 100||34.7%||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||16.80%||8.78%||75%||25.58%||0.49||17.22%||2.37||27.70%||1.73||63.89 %|
|Nifty 500||14.06%||9.44%||23.50%||0.81||26.28%||1.86||61.11 %|
|Nifty Midcap 100||6.24%||12.9%||19.14%||0.93||22.55%||1.89||63.89 %|
|Nifty Smallcap 100||1.47%||14.36%||15.83%||0.78||24.44%||1.99||72.22 %|
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 May 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 Mar 22.