Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
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
5.99%
1.47%
6 Months
26.63%
5.42%
1 Year
16.86%
9.64%
3 Years
13.24%
10.36%
5 Years
17.56%
7.75%
Since Inception
16.65%
11.08%
Fund Age
10 yrs 1 mo
9 yrs 11 mo
AUM
₹11.38 Cr
₹66.05 Cr
Alpha – 1 Year
12.14%
9.99%
Alpha – 3 Years
1.15%
1.36%
Information Ratio – 3 Years
0.20
0.51
Volatility – 1 Year
29.32%
17.05%
Volatility – 3 Years
24.13%
14.23%
Beta – 1 Year
1.44
1.05
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.48
0.31
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
-10.45%
0.57%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−32.02%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
89.77%
99.96%
Median Rolling Year
20.93%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 84% · M 12%
Number of Stocks
28
23
Portfolio P/E
41.96
—
Top 5 Holdings
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
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 · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—