Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
1.47%
6 Months
10.71%
5.42%
1 Year
14.18%
9.64%
3 Years
22.17%
10.36%
5 Years
23.46%
7.75%
Since Inception
19.11%
11.08%
Fund Age
8 yrs
9 yrs 11 mo
AUM
₹120.99 Cr
₹66.05 Cr
Alpha – 1 Year
9.46%
9.99%
Alpha – 3 Years
10.08%
1.36%
Information Ratio – 3 Years
0.87
0.51
Volatility – 1 Year
18.02%
17.05%
Volatility – 3 Years
20.69%
14.23%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.53
0.31
Sharpe Ratio – 3 Years
0.83
0.40
Worst Rolling Year
9.94%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−25.91%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
32.64%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 84% · M 12%
Number of Stocks
19
23
Portfolio P/E
29.90
—
Top 5 Holdings
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
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
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—