Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−3.12%
1.47%
6 Months
−4.71%
5.42%
1 Year
−3.08%
9.64%
3 Years
0.90%
10.36%
5 Years
2.23%
7.75%
Since Inception
3.05%
11.08%
Fund Age
8 yrs 1 mo
9 yrs 11 mo
AUM
₹0.38 Cr
₹66.05 Cr
Alpha – 1 Year
−2.73%
9.99%
Alpha – 3 Years
−8.10%
1.36%
Information Ratio – 3 Years
-0.39
0.51
Volatility – 1 Year
6.90%
17.05%
Volatility – 3 Years
8.35%
14.23%
Beta – 1 Year
0.35
1.05
Beta – 3 Years
0.40
1.00
Sharpe Ratio – 1 Year
-1.18
0.31
Sharpe Ratio – 3 Years
-0.31
0.40
Worst Rolling Year
0.90%
0.57%
Value at Worst Rolling Year
₹1.01 Cr
₹1.01 Cr
Deepest Drawdown
−16.09%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.95%
99.96%
Median Rolling Year
7.09%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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)
3% / 2% / 1%
—