Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
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
1.04%
1.47%
6 Months
0.68%
5.42%
1 Year
4.83%
9.64%
3 Years
11.13%
10.36%
5 Years
9.90%
7.75%
Since Inception
12.28%
11.08%
Fund Age
15 yrs 2 mo
9 yrs 11 mo
AUM
₹29.37 Cr
₹66.05 Cr
Alpha – 1 Year
0.11%
9.99%
Alpha – 3 Years
−0.96%
1.36%
Information Ratio – 3 Years
-0.05
0.51
Volatility – 1 Year
19.36%
17.05%
Volatility – 3 Years
17.04%
14.23%
Beta – 1 Year
1.09
1.05
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.06
0.31
Sharpe Ratio – 3 Years
0.43
0.40
Worst Rolling Year
-9.48%
0.57%
Value at Worst Rolling Year
₹0.91 Cr
₹1.01 Cr
Deepest Drawdown
−20.50%
−17.08%
Recovery Period
315 days
233 days
1-Year Rolling Windows Positive
93.37%
99.96%
Median Rolling Year
15.70%
11.79%
5-Year Rolling Windows Positive
98.37%
100.00%
Market-Cap Mix
L 58% · M 7% · S 23%
L 84% · M 12%
Number of Stocks
23
23
Portfolio P/E
35.03
—
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
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 · 30.17%
Services · 12.70%
Capital Goods · 9.86%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—