Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.47%
6 Months
3.88%
5.42%
1 Year
−7.98%
9.64%
3 Years
11.06%
10.36%
5 Years
10.06%
7.75%
Since Inception
11.56%
11.08%
Fund Age
5 yrs 3 mo
9 yrs 11 mo
AUM
₹106.37 Cr
₹66.05 Cr
Alpha – 1 Year
−10.96%
9.99%
Alpha – 3 Years
−0.82%
1.36%
Information Ratio – 3 Years
0.00
0.51
Volatility – 1 Year
16.00%
17.05%
Volatility – 3 Years
17.59%
14.23%
Beta – 1 Year
0.79
1.05
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.78
0.31
Sharpe Ratio – 3 Years
0.42
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−17.08%
Recovery Period
—
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—