Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Sanctum Wealth - Indian Olympians
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
1.47%
6 Months
3.13%
5.42%
1 Year
3.79%
9.64%
3 Years
10.28%
10.36%
5 Years
10.26%
7.75%
Since Inception
14.16%
11.08%
Fund Age
8 yrs 2 mo
9 yrs 11 mo
AUM
₹1,116.87 Cr
₹66.05 Cr
Alpha – 1 Year
−0.93%
9.99%
Alpha – 3 Years
−1.81%
1.36%
Information Ratio – 3 Years
-0.53
0.51
Volatility – 1 Year
16.47%
17.05%
Volatility – 3 Years
15.93%
14.23%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
-0.01
0.31
Sharpe Ratio – 3 Years
0.36
0.40
Worst Rolling Year
9.53%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−22.48%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
20.27%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 84% · M 12%
Number of Stocks
40
23
Portfolio P/E
27.63
—
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—