Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
1.47%
6 Months
0.50%
5.42%
1 Year
6.34%
9.64%
3 Years
19.74%
10.36%
5 Years
16.62%
7.75%
Since Inception
20.10%
11.08%
Fund Age
6 yrs 1 mo
9 yrs 11 mo
AUM
₹56.91 Cr
₹66.05 Cr
Alpha – 1 Year
1.64%
9.99%
Alpha – 3 Years
7.64%
1.36%
Information Ratio – 3 Years
0.90
0.51
Volatility – 1 Year
16.52%
17.05%
Volatility – 3 Years
17.18%
14.23%
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.14
0.31
Sharpe Ratio – 3 Years
0.84
0.40
Worst Rolling Year
18.93%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−18.72%
−17.08%
Recovery Period
245 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
25.30%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 84% · M 12%
Number of Stocks
20
23
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—