Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
1.47%
6 Months
11.91%
5.42%
1 Year
10.06%
9.64%
3 Years
13.81%
10.36%
5 Years
13.88%
7.75%
Since Inception
20.20%
11.08%
Fund Age
15 yrs 1 mo
9 yrs 11 mo
AUM
₹980.13 Cr
₹66.05 Cr
Alpha – 1 Year
5.36%
9.99%
Alpha – 3 Years
1.71%
1.36%
Information Ratio – 3 Years
0.21
0.51
Volatility – 1 Year
18.76%
17.05%
Volatility – 3 Years
19.39%
14.23%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.32
0.31
Sharpe Ratio – 3 Years
0.49
0.40
Worst Rolling Year
-23.74%
0.57%
Value at Worst Rolling Year
₹0.76 Cr
₹1.01 Cr
Deepest Drawdown
−24.32%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
84.14%
99.96%
Median Rolling Year
24.84%
11.79%
5-Year Rolling Windows Positive
95.08%
100.00%
Market-Cap Mix
L 9% · M 13% · S 73%
L 84% · M 12%
Number of Stocks
20
23
Portfolio P/E
22.60
—
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—