Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Regular Option vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Regular 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
−0.11%
1.47%
6 Months
2.05%
5.42%
1 Year
−0.37%
9.64%
3 Years
11.11%
10.36%
5 Years
12.03%
7.75%
Since Inception
14.37%
11.08%
Fund Age
7 yrs 3 mo
9 yrs 11 mo
AUM
₹1,153.97 Cr
₹66.05 Cr
Alpha – 1 Year
−5.09%
9.99%
Alpha – 3 Years
−0.98%
1.36%
Information Ratio – 3 Years
-0.22
0.51
Volatility – 1 Year
18.27%
17.05%
Volatility – 3 Years
15.37%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.22
0.31
Sharpe Ratio – 3 Years
0.41
0.40
Worst Rolling Year
10.19%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−18.43%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
19.55%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 21% · S 29%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
24.35
—
Top 5 Holdings
ITC Ltd · 7.50%
HDFC Bank Ltd · 7.25%
Indraprastha Gas Ltd · 5.00%
Asian Paints Ltd · 4.50%
Container Corporation Of India Ltd · 4.50%
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 · 25.00%
Fast Moving Consumer Goods · 11.00%
Automobile and Auto Components · 10.75%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—