Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
1.47%
6 Months
10.60%
5.42%
1 Year
2.51%
9.64%
3 Years
7.68%
10.36%
5 Years
9.38%
7.75%
Since Inception
10.51%
11.08%
Fund Age
9 yrs 6 mo
9 yrs 11 mo
AUM
₹804.15 Cr
₹66.05 Cr
Alpha – 1 Year
2.94%
9.99%
Alpha – 3 Years
−0.89%
1.36%
Information Ratio – 3 Years
-0.08
0.51
Volatility – 1 Year
21.76%
17.05%
Volatility – 3 Years
17.30%
14.23%
Beta – 1 Year
1.23
1.05
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
-0.04
0.31
Sharpe Ratio – 3 Years
0.20
0.40
Worst Rolling Year
-3.22%
0.57%
Value at Worst Rolling Year
₹0.97 Cr
₹1.01 Cr
Deepest Drawdown
−26.72%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
96.55%
99.96%
Median Rolling Year
12.69%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 84% · M 12%
Number of Stocks
42
23
Portfolio P/E
35.23
—
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—