Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
1.47%
6 Months
7.53%
5.42%
1 Year
10.69%
9.64%
3 Years
9.96%
10.36%
5 Years
10.97%
7.75%
Since Inception
20.53%
11.08%
Fund Age
14 yrs 7 mo
9 yrs 11 mo
AUM
₹132.39 Cr
₹66.05 Cr
Alpha – 1 Year
5.97%
9.99%
Alpha – 3 Years
−2.13%
1.36%
Information Ratio – 3 Years
-0.28
0.51
Volatility – 1 Year
20.88%
17.05%
Volatility – 3 Years
19.08%
14.23%
Beta – 1 Year
1.15
1.05
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.34
0.31
Sharpe Ratio – 3 Years
0.32
0.40
Worst Rolling Year
-4.87%
0.57%
Value at Worst Rolling Year
₹0.95 Cr
₹1.01 Cr
Deepest Drawdown
−22.42%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
96.43%
99.96%
Median Rolling Year
20.05%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 84% · M 12%
Number of Stocks
23
23
Portfolio P/E
60.38
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Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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