Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
1.47%
6 Months
19.63%
5.42%
1 Year
10.64%
9.64%
3 Years
12.35%
10.36%
5 Years
10.14%
7.75%
Since Inception
15.37%
11.08%
Fund Age
7 yrs 4 mo
9 yrs 11 mo
AUM
₹270.22 Cr
₹66.05 Cr
Alpha – 1 Year
5.92%
9.99%
Alpha – 3 Years
0.26%
1.36%
Information Ratio – 3 Years
0.03
0.51
Volatility – 1 Year
18.45%
17.05%
Volatility – 3 Years
15.68%
14.23%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
0.35
0.31
Sharpe Ratio – 3 Years
0.49
0.40
Worst Rolling Year
6.65%
0.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−22.78%
−17.08%
Recovery Period
153 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
16.29%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 27% · M 25% · S 36%
L 84% · M 12%
Number of Stocks
44
23
Portfolio P/E
41.34
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Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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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