Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
1.47%
6 Months
−1.55%
5.42%
1 Year
2.26%
9.64%
3 Years
3.37%
10.36%
5 Years
4.66%
7.75%
Since Inception
9.07%
11.08%
Fund Age
6 yrs 8 mo
9 yrs 11 mo
AUM
₹55.15 Cr
₹66.05 Cr
Alpha – 1 Year
−0.72%
9.99%
Alpha – 3 Years
−8.51%
1.36%
Information Ratio – 3 Years
-1.16
0.51
Volatility – 1 Year
17.30%
17.05%
Volatility – 3 Years
16.20%
14.23%
Beta – 1 Year
0.96
1.05
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.10
0.31
Sharpe Ratio – 3 Years
-0.05
0.40
Worst Rolling Year
0.65%
0.57%
Value at Worst Rolling Year
₹1.01 Cr
₹1.01 Cr
Deepest Drawdown
−23.57%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.70%
99.96%
Median Rolling Year
10.16%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 84% · M 12%
Number of Stocks
26
23
Portfolio P/E
31.94
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Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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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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