Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
1.47%
6 Months
10.82%
5.42%
1 Year
8.67%
9.64%
3 Years
13.08%
10.36%
5 Years
15.51%
7.75%
Since Inception
26.40%
11.08%
Fund Age
6 yrs
9 yrs 11 mo
AUM
₹5,996.39 Cr
₹66.05 Cr
Alpha – 1 Year
3.95%
9.99%
Alpha – 3 Years
0.99%
1.36%
Information Ratio – 3 Years
0.24
0.51
Volatility – 1 Year
22.00%
17.05%
Volatility – 3 Years
18.61%
14.23%
Beta – 1 Year
1.19
1.05
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.24
0.31
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
12.98%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−22.98%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
24.54%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
25.07
—
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank 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 · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—