Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.92%
1.47%
6 Months
16.35%
5.42%
1 Year
29.45%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
33.72%
11.08%
Fund Age
16 mo
9 yrs 11 mo
AUM
₹17.74 Cr
₹66.05 Cr
Alpha – 1 Year
26.47%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
19.66%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.78
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
1.14
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.20%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 2% · S 74%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
52.18
—
Top 5 Holdings
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
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 · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—