Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.89%
1.47%
6 Months
26.09%
5.42%
1 Year
14.74%
9.64%
3 Years
18.63%
10.36%
5 Years
29.18%
7.75%
Since Inception
45.31%
11.08%
Fund Age
7 yrs 1 mo
9 yrs 11 mo
AUM
₹1,025.6 Cr
₹66.05 Cr
Alpha – 1 Year
10.02%
9.99%
Alpha – 3 Years
6.54%
1.36%
Information Ratio – 3 Years
0.41
0.51
Volatility – 1 Year
29.04%
17.05%
Volatility – 3 Years
23.98%
14.23%
Beta – 1 Year
1.50
1.05
Beta – 3 Years
1.19
1.00
Sharpe Ratio – 1 Year
0.42
0.31
Sharpe Ratio – 3 Years
0.61
0.40
Worst Rolling Year
17.65%
0.57%
Value at Worst Rolling Year
₹1.18 Cr
₹1.01 Cr
Deepest Drawdown
−31.35%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
48.53%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 84% · M 12%
Number of Stocks
182
23
Portfolio P/E
16.18
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Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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 · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
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Fixed Fee
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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