Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Concentrated Option vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Concentrated Option
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
2.00%
1.47%
6 Months
4.68%
5.42%
1 Year
1.87%
9.64%
3 Years
11.50%
10.36%
5 Years
11.18%
7.75%
Since Inception
13.51%
11.08%
Fund Age
7 yrs 4 mo
9 yrs 11 mo
AUM
₹149.25 Cr
₹66.05 Cr
Alpha – 1 Year
−2.85%
9.99%
Alpha – 3 Years
−0.59%
1.36%
Information Ratio – 3 Years
-0.25
0.51
Volatility – 1 Year
19.19%
17.05%
Volatility – 3 Years
15.31%
14.23%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
0.92
1.00
Sharpe Ratio – 1 Year
-0.09
0.31
Sharpe Ratio – 3 Years
0.39
0.40
Worst Rolling Year
9.38%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−17.52%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
17.16%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 61% · M 17% · S 18%
L 84% · M 12%
Number of Stocks
15
23
Portfolio P/E
23.26
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Top 5 Holdings
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
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 · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—