Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
1.47%
6 Months
7.57%
5.42%
1 Year
24.83%
9.64%
3 Years
11.31%
10.36%
5 Years
11.03%
7.75%
Since Inception
14.72%
11.08%
Fund Age
7 yrs 4 mo
9 yrs 11 mo
AUM
₹2.98 Cr
₹66.05 Cr
Alpha – 1 Year
20.11%
9.99%
Alpha – 3 Years
−0.77%
1.36%
Information Ratio – 3 Years
-0.21
0.51
Volatility – 1 Year
23.09%
17.05%
Volatility – 3 Years
22.29%
14.23%
Beta – 1 Year
1.17
1.05
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.85
0.31
Sharpe Ratio – 3 Years
0.40
0.40
Worst Rolling Year
5.08%
0.57%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−34.65%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
17.38%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 84% · M 12%
Number of Stocks
10
23
Portfolio P/E
24.78
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Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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