Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
1.47%
6 Months
5.51%
5.42%
1 Year
6.39%
9.64%
3 Years
13.57%
10.36%
5 Years
12.29%
7.75%
Since Inception
17.45%
11.08%
Fund Age
16 yrs 9 mo
9 yrs 11 mo
AUM
₹2,223.2 Cr
₹66.05 Cr
Alpha – 1 Year
1.67%
9.99%
Alpha – 3 Years
1.48%
1.36%
Information Ratio – 3 Years
0.57
0.51
Volatility – 1 Year
18.05%
17.05%
Volatility – 3 Years
15.15%
14.23%
Beta – 1 Year
1.02
1.05
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.14
0.31
Sharpe Ratio – 3 Years
0.62
0.40
Worst Rolling Year
-5.62%
0.57%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−17.96%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
96.40%
99.96%
Median Rolling Year
18.17%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 84% · M 12%
Number of Stocks
55
23
Portfolio P/E
35.38
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Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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)
2% / 0% / 0%
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