Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
1.47%
6 Months
23.68%
5.42%
1 Year
18.36%
9.64%
3 Years
19.56%
10.36%
5 Years
16.83%
7.75%
Since Inception
14.91%
11.08%
Fund Age
9 yrs 3 mo
9 yrs 11 mo
AUM
₹884.23 Cr
₹66.05 Cr
Alpha – 1 Year
13.64%
9.99%
Alpha – 3 Years
7.47%
1.36%
Information Ratio – 3 Years
0.73
0.51
Volatility – 1 Year
27.03%
17.05%
Volatility – 3 Years
23.64%
14.23%
Beta – 1 Year
1.39
1.05
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
0.31
Sharpe Ratio – 3 Years
0.71
0.40
Worst Rolling Year
-7.52%
0.57%
Value at Worst Rolling Year
₹0.92 Cr
₹1.01 Cr
Deepest Drawdown
−24.68%
−17.08%
Recovery Period
97 days
233 days
1-Year Rolling Windows Positive
91.90%
99.96%
Median Rolling Year
22.43%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 84% · M 12%
Number of Stocks
18
23
Portfolio P/E
42.38
—
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
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
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—