Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
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
−2.26%
1.47%
6 Months
2.99%
5.42%
1 Year
−3.69%
9.64%
3 Years
10.02%
10.36%
5 Years
11.07%
7.75%
Since Inception
15.34%
11.08%
Fund Age
8 yrs 4 mo
9 yrs 11 mo
AUM
₹143.52 Cr
₹66.05 Cr
Alpha – 1 Year
−8.41%
9.99%
Alpha – 3 Years
−2.07%
1.36%
Information Ratio – 3 Years
-0.34
0.51
Volatility – 1 Year
19.13%
17.05%
Volatility – 3 Years
16.08%
14.23%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
-0.38
0.31
Sharpe Ratio – 3 Years
0.35
0.40
Worst Rolling Year
10.02%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−22.11%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.21%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
35.28
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Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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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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