Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
1.47%
6 Months
25.00%
5.42%
1 Year
17.14%
9.64%
3 Years
16.20%
10.36%
5 Years
15.34%
7.75%
Since Inception
19.60%
11.08%
Fund Age
7 yrs 3 mo
9 yrs 11 mo
AUM
₹127.23 Cr
₹66.05 Cr
Alpha – 1 Year
12.42%
9.99%
Alpha – 3 Years
4.43%
1.36%
Information Ratio – 3 Years
0.38
0.51
Volatility – 1 Year
23.12%
17.05%
Volatility – 3 Years
20.20%
14.23%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.56
0.31
Sharpe Ratio – 3 Years
0.61
0.40
Worst Rolling Year
13.55%
0.57%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−26.74%
−17.08%
Recovery Period
143 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
20.50%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 84% · M 12%
Number of Stocks
101
23
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—