Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
1.47%
6 Months
22.77%
5.42%
1 Year
24.21%
9.64%
3 Years
13.20%
10.36%
5 Years
12.56%
7.75%
Since Inception
18.69%
11.08%
Fund Age
7 yrs 4 mo
9 yrs 11 mo
AUM
₹114.64 Cr
₹66.05 Cr
Alpha – 1 Year
19.49%
9.99%
Alpha – 3 Years
1.43%
1.36%
Information Ratio – 3 Years
0.12
0.51
Volatility – 1 Year
24.82%
17.05%
Volatility – 3 Years
21.64%
14.23%
Beta – 1 Year
1.34
1.05
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.78
0.31
Sharpe Ratio – 3 Years
0.46
0.40
Worst Rolling Year
10.43%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−24.42%
−17.08%
Recovery Period
92 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
18.16%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 84% · M 12%
Number of Stocks
32
23
Portfolio P/E
37.13
—
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—