Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.25%
1.47%
6 Months
−4.32%
5.42%
1 Year
−3.76%
9.64%
3 Years
4.26%
10.36%
5 Years
5.30%
7.75%
Since Inception
15.06%
11.08%
Fund Age
16 yrs 6 mo
9 yrs 11 mo
AUM
₹6,178.21 Cr
₹66.05 Cr
Alpha – 1 Year
−6.74%
9.99%
Alpha – 3 Years
−7.62%
1.36%
Information Ratio – 3 Years
-1.54
0.51
Volatility – 1 Year
17.92%
17.05%
Volatility – 3 Years
14.61%
14.23%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
-0.43
0.31
Sharpe Ratio – 3 Years
-0.01
0.40
Worst Rolling Year
-1.02%
0.57%
Value at Worst Rolling Year
₹0.99 Cr
₹1.01 Cr
Deepest Drawdown
−20.59%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.47%
99.96%
Median Rolling Year
14.98%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 27% · S 20%
L 84% · M 12%
Number of Stocks
34
23
Portfolio P/E
33.48
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Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 1%
—