Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.84%
1.47%
6 Months
−7.36%
5.42%
1 Year
−4.21%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
−4.18%
11.08%
Fund Age
12 mo
9 yrs 11 mo
AUM
₹139.3 Cr
₹66.05 Cr
Alpha – 1 Year
−3.78%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
16.33%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.01
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.52
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 84% · M 12%
Number of Stocks
15
23
Portfolio P/E
28.49
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Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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