Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
1.47%
6 Months
10.76%
5.42%
1 Year
8.14%
9.64%
3 Years
7.76%
10.36%
5 Years
10.03%
7.75%
Since Inception
11.69%
11.08%
Fund Age
6 yrs 8 mo
9 yrs 11 mo
AUM
₹87.23 Cr
₹66.05 Cr
Alpha – 1 Year
8.57%
9.99%
Alpha – 3 Years
−0.81%
1.36%
Information Ratio – 3 Years
0.02
0.51
Volatility – 1 Year
23.09%
17.05%
Volatility – 3 Years
18.26%
14.23%
Beta – 1 Year
1.29
1.05
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.21
0.31
Sharpe Ratio – 3 Years
0.22
0.40
Worst Rolling Year
6.59%
0.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−25.42%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
13.94%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 84% · M 12%
Number of Stocks
41
23
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—