Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.37%
1.47%
6 Months
−0.19%
5.42%
1 Year
10.10%
9.64%
3 Years
12.11%
10.36%
5 Years
13.02%
7.75%
Since Inception
22.34%
11.08%
Fund Age
5 yrs 10 mo
9 yrs 11 mo
AUM
₹7,768.91 Cr
₹66.05 Cr
Alpha – 1 Year
5.38%
9.99%
Alpha – 3 Years
0.02%
1.36%
Information Ratio – 3 Years
0.42
0.51
Volatility – 1 Year
16.46%
17.05%
Volatility – 3 Years
14.48%
14.23%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.41
0.31
Sharpe Ratio – 3 Years
0.62
0.40
Worst Rolling Year
10.43%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−20.45%
−17.08%
Recovery Period
240 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
19.24%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
28.28
—
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—