Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
1.47%
6 Months
9.28%
5.42%
1 Year
4.13%
9.64%
3 Years
7.71%
10.36%
5 Years
8.27%
7.75%
Since Inception
11.49%
11.08%
Fund Age
8 yrs 5 mo
9 yrs 11 mo
AUM
₹123.55 Cr
₹66.05 Cr
Alpha – 1 Year
−0.59%
9.99%
Alpha – 3 Years
−4.38%
1.36%
Information Ratio – 3 Years
-0.33
0.51
Volatility – 1 Year
21.50%
17.05%
Volatility – 3 Years
16.95%
14.23%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.02
0.31
Sharpe Ratio – 3 Years
0.26
0.40
Worst Rolling Year
7.04%
0.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−24.41%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
15.95%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 84% · M 12%
Number of Stocks
20
23
Portfolio P/E
49.58
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Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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 · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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