Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ASK - ISP
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
2.48%
1.47%
6 Months
−4.44%
5.42%
1 Year
−4.32%
9.64%
3 Years
3.67%
10.36%
5 Years
4.35%
7.75%
Since Inception
13.19%
11.08%
Fund Age
16 yrs 6 mo
9 yrs 11 mo
AUM
₹953.19 Cr
₹66.05 Cr
Alpha – 1 Year
−7.30%
9.99%
Alpha – 3 Years
−8.21%
1.36%
Information Ratio – 3 Years
-1.44
0.51
Volatility – 1 Year
16.93%
17.05%
Volatility – 3 Years
16.57%
14.23%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
-0.50
0.31
Sharpe Ratio – 3 Years
-0.03
0.40
Worst Rolling Year
-3.66%
0.57%
Value at Worst Rolling Year
₹0.96 Cr
₹1.01 Cr
Deepest Drawdown
−24.45%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
98.35%
99.96%
Median Rolling Year
12.64%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 23% · S 20%
L 84% · M 12%
Number of Stocks
21
23
Portfolio P/E
34.55
—
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
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 · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—