Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
1.47%
6 Months
−2.22%
5.42%
1 Year
−4.46%
9.64%
3 Years
4.69%
10.36%
5 Years
4.88%
7.75%
Since Inception
9.48%
11.08%
Fund Age
8 yrs 11 mo
9 yrs 11 mo
AUM
₹242.51 Cr
₹66.05 Cr
Alpha – 1 Year
−7.44%
9.99%
Alpha – 3 Years
−7.19%
1.36%
Information Ratio – 3 Years
-1.12
0.51
Volatility – 1 Year
16.89%
17.05%
Volatility – 3 Years
18.01%
14.23%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
-0.51
0.31
Sharpe Ratio – 3 Years
0.04
0.40
Worst Rolling Year
2.18%
0.57%
Value at Worst Rolling Year
₹1.02 Cr
₹1.01 Cr
Deepest Drawdown
−24.10%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
12.69%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 84% · M 12%
Number of Stocks
34
23
Portfolio P/E
41.30
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Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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