Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
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
1.70%
1.47%
6 Months
9.08%
5.42%
1 Year
−2.99%
9.64%
3 Years
5.96%
10.36%
5 Years
8.08%
7.75%
Since Inception
15.75%
11.08%
Fund Age
7 yrs 2 mo
9 yrs 11 mo
AUM
₹61.93 Cr
₹66.05 Cr
Alpha – 1 Year
−7.71%
9.99%
Alpha – 3 Years
−6.13%
1.36%
Information Ratio – 3 Years
-0.39
0.51
Volatility – 1 Year
26.39%
17.05%
Volatility – 3 Years
21.38%
14.23%
Beta – 1 Year
1.37
1.05
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
-0.20
0.31
Sharpe Ratio – 3 Years
0.18
0.40
Worst Rolling Year
5.04%
0.57%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−33.64%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
17.83%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 84% · M 12%
Number of Stocks
24
23
Portfolio P/E
41.54
—
Top 5 Holdings
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
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 · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—