Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
1.47%
6 Months
−2.07%
5.42%
1 Year
−0.17%
9.64%
3 Years
9.32%
10.36%
5 Years
7.90%
7.75%
Since Inception
11.39%
11.08%
Fund Age
7 yrs 6 mo
9 yrs 11 mo
AUM
₹2.61 Cr
₹66.05 Cr
Alpha – 1 Year
0.18%
9.99%
Alpha – 3 Years
0.32%
1.36%
Information Ratio – 3 Years
0.24
0.51
Volatility – 1 Year
16.91%
17.05%
Volatility – 3 Years
14.31%
14.23%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
-0.24
0.31
Sharpe Ratio – 3 Years
0.31
0.40
Worst Rolling Year
7.30%
0.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−17.23%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
13.22%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 84% · M 12%
Number of Stocks
26
23
Portfolio P/E
24.76
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Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—