Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.20%
1.47%
6 Months
6.05%
5.42%
1 Year
15.36%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
17.53%
11.08%
Fund Age
2 yrs 10 mo
9 yrs 11 mo
AUM
₹1.33 Cr
₹66.05 Cr
Alpha – 1 Year
15.71%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
15.48%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.83
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.66
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−10.68%
−17.08%
Recovery Period
Not yet recovered
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 56% · M 10% · S 0%
L 84% · M 12%
Number of Stocks
7
23
Portfolio P/E
—
—
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
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
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
—