Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.47%
6 Months
−5.56%
5.42%
1 Year
34.70%
9.64%
3 Years
27.41%
10.36%
5 Years
32.51%
7.75%
Since Inception
32.15%
11.08%
Fund Age
13 yrs 6 mo
9 yrs 11 mo
AUM
₹2,318.72 Cr
₹66.05 Cr
Alpha – 1 Year
35.05%
9.99%
Alpha – 3 Years
18.41%
1.36%
Information Ratio – 3 Years
1.03
0.51
Volatility – 1 Year
21.67%
17.05%
Volatility – 3 Years
15.53%
14.23%
Beta – 1 Year
0.28
1.05
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.24
0.31
Sharpe Ratio – 3 Years
1.31
0.40
Worst Rolling Year
-17.36%
0.57%
Value at Worst Rolling Year
₹0.83 Cr
₹1.01 Cr
Deepest Drawdown
−21.72%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
88.36%
99.96%
Median Rolling Year
37.79%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 84% · M 12%
Number of Stocks
9
23
Portfolio P/E
14.68
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Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—