Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Deep Value IV vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Deep Value IV
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
1.47%
6 Months
9.66%
5.42%
1 Year
−3.09%
9.64%
3 Years
6.08%
10.36%
5 Years
7.39%
7.75%
Since Inception
14.00%
11.08%
Fund Age
10 yrs 8 mo
9 yrs 11 mo
AUM
₹23.99 Cr
₹66.05 Cr
Alpha – 1 Year
−7.81%
9.99%
Alpha – 3 Years
−6.01%
1.36%
Information Ratio – 3 Years
-0.36
0.51
Volatility – 1 Year
26.88%
17.05%
Volatility – 3 Years
21.87%
14.23%
Beta – 1 Year
1.39
1.05
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.19
0.31
Sharpe Ratio – 3 Years
0.19
0.40
Worst Rolling Year
-6.71%
0.57%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−35.14%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
97.09%
99.96%
Median Rolling Year
15.37%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 15% · S 82%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
44.86
—
Top 5 Holdings
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
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 · 16.55%
Realty · 10.96%
Textiles · 10.90%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—